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 | $71,214 | $209,411-66.0% | $178,490-60.1% | $158,922-55.2% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 16.31% | 188.75%-172.4pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,216 | $5,706-78.7% | $5,011-75.7% | $4,761-74.5% |
| Participant deferral / active EE | $4,727 | $5,954-20.6% | $5,202-9.1% | $5,982-21.0% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |