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 | $67,720 | $117,841-42.5% | $102,423-33.9% | $145,922-53.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 18.38% | 31.65%-13.3pp | 29.32%-10.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,598 | $5,731+15.1% | $5,053+30.6% | $6,688-1.3% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |