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 8-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 | $51,443 | $157,256-67.3% | $141,162-63.6% | $152,861-66.3% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.0pp | 82.4%-14.0pp |
| Annual return | 25.40% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,139 | $5,261-59.3% | $4,735-54.8% | $4,762-55.1% |
| Participant deferral / active EE | $4,864 | $7,109-31.6% | $6,709-27.5% | $5,850-16.9% |
| Admin fee / account holder | $172 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |