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 8-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 | $64,108 | $183,519-65.1% | $155,509-58.8% | $145,922-56.1% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 17.77% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,609 | $5,313-69.7% | $4,672-65.6% | $4,660-65.5% |
| Participant deferral / active EE | $2,679 | $6,462-58.5% | $5,626-52.4% | $6,688-59.9% |
| Admin fee / account holder | $113 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |