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 5-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 | $63,869 | $165,984-61.5% | $164,813-61.2% | $145,922-56.2% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 13.23% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,479 | $5,273-53.0% | $4,341-42.9% | $4,660-46.8% |
| Participant deferral / active EE | $5,817 | $6,959-16.4% | $6,031-3.6% | $6,688-13.0% |
| Admin fee / account holder | $249 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |