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 | $54,408 | $165,335-67.1% | $149,696-63.7% | $158,922-65.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 20.26% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,052 | $5,103-59.8% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $7,824 | $7,181+9.0% | $6,842+14.4% | $5,982+30.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |