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 | $81,665 | $179,726-54.6% | $156,263-47.7% | $142,382-42.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 15.41% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,329 | $5,069-54.1% | $4,333-46.3% | $4,299-45.8% |
| Participant deferral / active EE | $4,794 | $6,956-31.1% | $6,158-22.2% | $6,507-26.3% |
| Admin fee / account holder | $23 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |