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 7-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 | $60,437 | $78,672-23.2% | $109,143-44.6% | $85,850-29.6% |
| Participation rate | 21.1% | 68.3%-47.2pp | 75.9%-54.8pp | 69.3%-48.3pp |
| Annual return | 16.95% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,214 | $2,735-55.6% | $3,722-67.4% | $2,565-52.7% |
| Participant deferral / active EE | $1,740 | $3,467-49.8% | $4,653-62.6% | $3,952-56.0% |
| Admin fee / account holder | $79 | $5,469-98.6% | $6,752-98.8% | $6,260-98.7% |