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 5-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 | $47,617 | $176,812-73.1% | $146,665-67.5% | $167,490-71.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.81% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,100 | $5,160+57.0% | $4,136+95.8% | $4,837+67.4% |
| Participant deferral / active EE | $8,100 | $6,440+25.8% | $5,506+47.1% | $6,341+27.7% |
| Admin fee / account holder | $119 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |