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 5-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 | $26,775 | $110,257-75.7% | $96,544-72.3% | $139,434-80.8% |
| Participation rate | 59.1% | 78.1%-19.0pp | 76.0%-16.9pp | 80.3%-21.2pp |
| Annual return | 36.40% | 26.32%+10.1pp | 25.84%+10.6pp | 372.94%-336.5pp |
| Employer contribution / active EE | $2,026 | $3,620-44.0% | $2,965-31.7% | $4,751-57.3% |
| Participant deferral / active EE | $3,307 | $5,548-40.4% | $4,851-31.8% | $6,710-50.7% |
| Admin fee / account holder | $270 | $11,591-97.7% | $8,252-96.7% | $11,403-97.6% |