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 10-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 | $110,413 | $162,781-32.2% | $133,956-17.6% | $158,922-30.5% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 19.85% | 41.94%-22.1pp | 45.09%-25.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,256 | $4,975-74.8% | $3,919-67.9% | $4,761-73.6% |
| Participant deferral / active EE | $1,851 | $5,911-68.7% | $5,048-63.3% | $5,982-69.1% |
| Admin fee / account holder | $26 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |