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 | $79,564 | $227,553-65.0% | $189,557-58.0% | $167,490-52.5% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 15.84% | 78.40%-62.6pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,148 | $5,316-78.4% | $4,412-74.0% | $4,837-76.3% |
| Participant deferral / active EE | $3,947 | $7,002-43.6% | $6,174-36.1% | $6,341-37.8% |
| Admin fee / account holder | $2 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |