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 7-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 | $62,840 | $175,202-64.1% | $149,673-58.0% | $139,434-54.9% |
| Participation rate | 39.1% | 83.4%-44.2pp | 78.8%-39.6pp | 80.3%-41.2pp |
| Annual return | 44.33% | 166.71%-122.4pp | 134.42%-90.1pp | 372.94%-328.6pp |
| Employer contribution / active EE | $2,507 | $5,474-54.2% | $4,818-48.0% | $4,751-47.2% |
| Participant deferral / active EE | $3,915 | $6,519-39.9% | $5,680-31.1% | $6,710-41.6% |
| Admin fee / account holder | $98 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |