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 | $90,364 | $133,958-32.5% | $112,228-19.5% | $134,475-32.8% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | 1.07% | 47.11%-46.0pp | 27.45%-26.4pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,251 | $4,038-69.0% | $3,635-65.6% | $4,740-73.6% |
| Participant deferral / active EE | $4,073 | $5,291-23.0% | $4,728-13.9% | $6,400-36.4% |
| Admin fee / account holder | $299 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |