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 | $65,493 | $114,381-42.7% | $107,525-39.1% | $142,382-54.0% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 22.28% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,820 | $4,015-54.7% | $3,754-51.5% | $4,299-57.7% |
| Participant deferral / active EE | $3,009 | $5,564-45.9% | $5,116-41.2% | $6,507-53.8% |
| Admin fee / account holder | $246 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |