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 | $49,523 | $124,281-60.2% | $109,143-54.6% | $167,490-70.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.20% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,267 | $4,207+25.2% | $3,722+41.5% | $4,837+8.9% |
| Participant deferral / active EE | $15,800 | $5,255+200.7% | $4,653+239.6% | $6,341+149.2% |
| Admin fee / account holder | $206 | $7,970-97.4% | $6,752-97.0% | $12,309-98.3% |