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 | $87,240 | $197,591-55.8% | $177,821-50.9% | $158,922-45.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 19.06% | 58.76%-39.7pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,270 | $6,697-66.1% | $5,918-61.6% | $4,761-52.3% |
| Participant deferral / active EE | $5,871 | $8,405-30.1% | $7,714-23.9% | $5,982-1.9% |
| Admin fee / account holder | $83 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |