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 | $33,231 | $112,881-70.6% | $90,951-63.5% | $158,922-79.1% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 22.91% | 215.79%-192.9pp | 134.60%-111.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,357 | $2,893+50.6% | $2,122+105.3% | $4,761-8.5% |
| Participant deferral / active EE | $4,286 | $4,128+3.8% | $3,373+27.1% | $5,982-28.4% |
| Admin fee / account holder | $213 | $8,041-97.4% | $5,959-96.4% | $11,246-98.1% |