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 | $26,249 | $148,534-82.3% | $135,903-80.7% | $139,434-81.2% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 25.48% | 79.19%-53.7pp | 68.23%-42.7pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,561 | $5,243-51.2% | $4,856-47.3% | $4,751-46.1% |
| Participant deferral / active EE | $5,524 | $8,100-31.8% | $7,758-28.8% | $6,710-17.7% |
| Admin fee / account holder | $78 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |