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 5-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 | $78,933 | $95,266-17.1% | $82,389-4.2% | $142,382-44.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 16.52% | 25.74%-9.2pp | 28.67%-12.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,018 | $2,991-32.5% | $2,517-19.8% | $4,299-53.1% |
| Participant deferral / active EE | $5,407 | $4,809+12.4% | $4,155+30.1% | $6,507-16.9% |
| Admin fee / account holder | $53 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |