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 8-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 | $71,093 | $165,335-57.0% | $149,696-52.5% | $158,922-55.3% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 16.41% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,314 | $5,103-74.3% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $3,054 | $7,181-57.5% | $6,842-55.4% | $5,982-48.9% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |