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 | $92,683 | $197,591-53.1% | $177,821-47.9% | $158,922-41.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 14.18% | 58.76%-44.6pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,139 | $6,697-68.1% | $5,918-63.9% | $4,761-55.1% |
| Participant deferral / active EE | $3,746 | $8,405-55.4% | $7,714-51.4% | $5,982-37.4% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |