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 9-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 | $58,732 | $177,572-66.9% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 18.54% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,888 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $7,575 | $6,272+20.8% | $5,540+36.7% | $6,507+16.4% |
| Admin fee / account holder | $220 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |