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 9-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 | $66,913 | $162,781-58.9% | $133,956-50.0% | $158,922-57.9% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 17.60% | 41.94%-24.3pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $6,639 | $4,975+33.4% | $3,919+69.4% | $4,761+39.4% |
| Participant deferral / active EE | $6,374 | $5,911+7.8% | $5,048+26.3% | $5,982+6.5% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |