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 7-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 | $50,025 | $118,450-57.8% | $98,439-49.2% | $139,434-64.1% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 15.96% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,221 | $3,609-10.8% | $3,048+5.7% | $4,751-32.2% |
| Participant deferral / active EE | $3,733 | $5,392-30.8% | $4,738-21.2% | $6,710-44.4% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |