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 10-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 | $131,538 | $227,553-42.2% | $189,557-30.6% | $167,490-21.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 14.18% | 78.40%-64.2pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,390 | $5,316-73.9% | $4,412-68.5% | $4,837-71.3% |
| Participant deferral / active EE | $2,966 | $7,002-57.6% | $6,174-52.0% | $6,341-53.2% |
| Admin fee / account holder | $276 | $11,878-97.7% | $9,807-97.2% | $12,309-97.8% |