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 | $79,858 | $159,602-50.0% | $150,045-46.8% | $142,382-43.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 17.55% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,032 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $9,226 | $8,310+11.0% | $7,997+15.4% | $6,507+41.8% |
| Admin fee / account holder | $300 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |