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 7-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 | $69,789 | $89,753-22.2% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 20.36% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,678 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $5,385 | $4,056+32.8% | $5,116+5.3% | $4,212+27.9% |
| Admin fee / account holder | $33 | $7,222-99.5% | $8,919-99.6% | $7,344-99.6% |