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 6-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 | $52,746 | $111,754-52.8% | $103,333-49.0% | $145,922-63.9% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 11.88% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,188 | $4,212-48.1% | $3,868-43.4% | $4,660-53.1% |
| Participant deferral / active EE | $5,904 | $5,619+5.1% | $5,057+16.7% | $6,688-11.7% |
| Admin fee / account holder | $196 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |