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 5-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 | $87,128 | $117,983-26.2% | $101,794-14.4% | $142,382-38.8% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 22.02% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,188 | $2,773-57.2% | $2,289-48.1% | $4,299-72.4% |
| Participant deferral / active EE | $4,951 | $4,714+5.0% | $4,084+21.2% | $6,507-23.9% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |