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 9-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 | $63,972 | $124,281-48.5% | $109,143-41.4% | $167,490-61.8% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 14.20% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,174 | $4,207-48.3% | $3,722-41.6% | $4,837-55.1% |
| Participant deferral / active EE | $6,514 | $5,255+24.0% | $4,653+40.0% | $6,341+2.7% |
| Admin fee / account holder | $49 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |