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 8-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 | $92,146 | $112,096-17.8% | $95,952-4.0% | $158,922-42.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 18.99% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,393 | $3,198-56.4% | $2,541-45.2% | $4,761-70.7% |
| Participant deferral / active EE | $1,741 | $4,784-63.6% | $4,167-58.2% | $5,982-70.9% |
| Admin fee / account holder | $110 | $10,130-98.9% | $6,795-98.4% | $11,246-99.0% |