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 5-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 | $76,100 | $114,381-33.5% | $107,525-29.2% | $142,382-46.6% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.1%-29.2pp | 80.1%-34.3pp |
| Annual return | 19.79% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,679 | $4,015-58.2% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $4,802 | $5,564-13.7% | $5,116-6.1% | $6,507-26.2% |
| Admin fee / account holder | $96 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |