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 | $33,069 | $175,202-81.1% | $149,673-77.9% | $139,434-76.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.33% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,835 | $5,474-66.5% | $4,818-61.9% | $4,751-61.4% |
| Participant deferral / active EE | $5,813 | $6,519-10.8% | $5,680+2.3% | $6,710-13.4% |
| Admin fee / account holder | $123 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |