See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,871 | $127,065-54.5% | $113,168-48.9% | $142,382-59.4% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 19.24% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,183 | $3,442-36.6% | $2,975-26.6% | $4,299-49.2% |
| Participant deferral / active EE | $2,183 | $5,716-61.8% | $5,107-57.3% | $6,507-66.5% |
| Admin fee / account holder | $66 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |