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 | $74,408 | $109,327-31.9% | $89,391-16.8% | $158,922-53.2% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.0%+1.6pp | 82.0%-12.4pp |
| Annual return | 18.61% | 345.68%-327.1pp | 245.62%-227.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,558 | $3,170-50.9% | $2,586-39.8% | $4,761-67.3% |
| Participant deferral / active EE | $3,759 | $4,598-18.2% | $3,890-3.4% | $5,982-37.2% |
| Admin fee / account holder | $118 | $6,153-98.1% | $4,881-97.6% | $11,246-99.0% |