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 8-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 | $69,227 | $110,261-37.2% | $95,745-27.7% | $139,434-50.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.86% | 27.11%-9.3pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $11,626 | $3,257+256.9% | $2,835+310.2% | $4,751+144.7% |
| Participant deferral / active EE | $5,258 | $4,676+12.5% | $4,245+23.9% | $6,710-21.6% |
| Admin fee / account holder | $18 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |