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 | $52,742 | $104,251-49.4% | $91,001-42.0% | $147,584-64.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 24.05% | 27.06%-3.0pp | 4.60%+19.4pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,180 | $3,116-30.0% | $2,456-11.2% | $4,876-55.3% |
| Participant deferral / active EE | $2,636 | $4,195-37.2% | $3,547-25.7% | $5,439-51.5% |
| Admin fee / account holder | $63 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |