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 7-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 | $60,961 | $118,450-48.5% | $98,439-38.1% | $139,434-56.3% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 20.07% | 18.94%+1.1pp | 21.16%-1.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,092 | $3,609-69.7% | $3,048-64.2% | $4,751-77.0% |
| Participant deferral / active EE | $5,169 | $5,392-4.1% | $4,738+9.1% | $6,710-23.0% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |