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 | $55,145 | $105,931-47.9% | $81,930-32.7% | $158,922-65.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 14.96% | 38.17%-23.2pp | 29.49%-14.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,538 | $7,800-67.5% | $4,310-41.1% | $4,761-46.7% |
| Participant deferral / active EE | $4,674 | $13,003-64.1% | $7,107-34.2% | $5,982-21.9% |
| Admin fee / account holder | $118 | $8,489-98.6% | $5,158-97.7% | $11,246-98.9% |