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 10-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 | $60,731 | $159,602-61.9% | $150,045-59.5% | $142,382-57.3% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 24.66% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,489 | $4,961-49.8% | $4,693-47.0% | $4,299-42.1% |
| Participant deferral / active EE | $8,379 | $8,310+0.8% | $7,997+4.8% | $6,507+28.8% |
| Admin fee / account holder | $236 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |