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 9-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 | $73,862 | $148,534-50.3% | $135,903-45.7% | $139,434-47.0% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 15.64% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,194 | $5,243-39.1% | $4,856-34.2% | $4,751-32.8% |
| Participant deferral / active EE | $6,128 | $8,100-24.4% | $7,758-21.0% | $6,710-8.7% |
| Admin fee / account holder | $71 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |