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 | $92,995 | $162,781-42.9% | $133,956-30.6% | $158,922-41.5% |
| Participation rate | 45.8% | 83.2%-37.4pp | 79.8%-34.0pp | 82.0%-36.1pp |
| Annual return | 32.58% | 41.94%-9.4pp | 45.09%-12.5pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,305 | $4,975-73.8% | $3,919-66.7% | $4,761-72.6% |
| Participant deferral / active EE | $5,994 | $5,911+1.4% | $5,048+18.7% | $5,982+0.2% |
| Admin fee / account holder | $275 | $11,736-97.7% | $8,927-96.9% | $11,246-97.6% |