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 | $71,385 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 30.0% | 86.3%-56.3pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 19.15% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,617 | $5,706-71.7% | $5,011-67.7% | $4,761-66.0% |
| Participant deferral / active EE | $4,107 | $5,954-31.0% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $136 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |