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 | $92,620 | $114,381-19.0% | $107,525-13.9% | $142,382-34.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.26% | 242.71%-224.4pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,055 | $4,015-48.8% | $3,754-45.3% | $4,299-52.2% |
| Participant deferral / active EE | $6,181 | $5,564+11.1% | $5,116+20.8% | $6,507-5.0% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |