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 6-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 | $68,245 | $175,202-61.0% | $149,673-54.4% | $139,434-51.1% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 20.35% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,146 | $5,474-79.1% | $4,818-76.2% | $4,751-75.9% |
| Participant deferral / active EE | $6,429 | $6,519-1.4% | $5,680+13.2% | $6,710-4.2% |
| Admin fee / account holder | $205 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |