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 | $58,568 | $114,381-48.8% | $107,525-45.5% | $142,382-58.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.90% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,210 | $4,015-45.0% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $5,525 | $5,564-0.7% | $5,116+8.0% | $6,507-15.1% |
| Admin fee / account holder | $226 | $9,860-97.7% | $8,919-97.5% | $12,624-98.2% |