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 | $52,745 | $148,534-64.5% | $135,903-61.2% | $139,434-62.2% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.78% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,044 | $5,243-61.0% | $4,856-57.9% | $4,751-57.0% |
| Participant deferral / active EE | $7,486 | $8,100-7.6% | $7,758-3.5% | $6,710+11.6% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |