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 | $91,100 | $110,257-17.4% | $96,544-5.6% | $139,434-34.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 17.56% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,079 | $3,620+12.7% | $2,965+37.6% | $4,751-14.1% |
| Participant deferral / active EE | $11,744 | $5,548+111.7% | $4,851+142.1% | $6,710+75.0% |
| Admin fee / account holder | $138 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |