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 | $55,070 | $183,519-70.0% | $155,509-64.6% | $145,922-62.3% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 11.90% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,516 | $5,313-71.5% | $4,672-67.6% | $4,660-67.5% |
| Participant deferral / active EE | $2,473 | $6,462-61.7% | $5,626-56.1% | $6,688-63.0% |
| Admin fee / account holder | $136 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |