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 10-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 | $44,855 | $165,984-73.0% | $164,813-72.8% | $145,922-69.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.66% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,096 | $5,273-60.2% | $4,341-51.7% | $4,660-55.0% |
| Participant deferral / active EE | $2,562 | $6,959-63.2% | $6,031-57.5% | $6,688-61.7% |
| Admin fee / account holder | $118 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |