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 6-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 | $112,062 | $114,381-2.0% | $107,525+4.2% | $142,382-21.3% |
| Participation rate | 45.5% | 78.1%-32.7pp | 75.1%-29.6pp | 80.1%-34.7pp |
| Annual return | 21.94% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,274 | $4,015-43.4% | $3,754-39.4% | $4,299-47.1% |
| Participant deferral / active EE | $5,247 | $5,564-5.7% | $5,116+2.6% | $6,507-19.4% |
| Admin fee / account holder | $244 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |