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 | $82,576 | $116,175-28.9% | $93,606-11.8% | $152,861-46.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 30.96% | 35.96%-5.0pp | 32.76%-1.8pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,628 | $3,218-18.3% | $2,718-3.3% | $4,762-44.8% |
| Participant deferral / active EE | $4,614 | $4,603+0.2% | $4,069+13.4% | $5,850-21.1% |
| Admin fee / account holder | $83 | $10,748-99.2% | $7,888-98.9% | $11,596-99.3% |