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 | $68,290 | $209,411-67.4% | $178,490-61.7% | $158,922-57.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.12% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,184 | $5,706-61.7% | $5,011-56.4% | $4,761-54.1% |
| Participant deferral / active EE | $5,496 | $5,954-7.7% | $5,202+5.7% | $5,982-8.1% |
| Admin fee / account holder | $257 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |