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 | $46,092 | $159,602-71.1% | $150,045-69.3% | $142,382-67.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,107 | $4,961-77.7% | $4,693-76.4% | $4,299-74.3% |
| Participant deferral / active EE | $3,655 | $8,310-56.0% | $7,997-54.3% | $6,507-43.8% |
| Admin fee / account holder | $210 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |