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 | $72,901 | $73,933-1.4% | $96,683-24.6% | $75,163-3.0% |
| Participation rate | 27.5% | 66.4%-38.9pp | 74.3%-46.8pp | 67.2%-39.7pp |
| Annual return | 20.33% | 26.70%-6.4pp | 35.69%-15.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,261 | $2,928-56.9% | $3,737-66.3% | $2,670-52.8% |
| Participant deferral / active EE | $1,718 | $3,659-53.0% | $4,878-64.8% | $4,125-58.3% |
| Admin fee / account holder | $219 | $5,216-95.8% | $6,730-96.8% | $5,651-96.1% |