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 7-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 | $79,614 | $117,983-32.5% | $101,794-21.8% | $142,382-44.1% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 13.55% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,954 | $4,714+26.3% | $4,084+45.8% | $6,507-8.5% |
| Admin fee / account holder | $164 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |