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 5-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 | $94,695 | $104,974-9.8% | $95,585-0.9% | $142,382-33.5% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 21.59% | 210.33%-188.7pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,384 | $2,779-50.2% | $2,527-45.2% | $4,299-67.8% |
| Participant deferral / active EE | $6,620 | $4,352+52.1% | $4,023+64.6% | $6,507+1.7% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |