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 | $83,442 | $159,602-47.7% | $150,045-44.4% | $142,382-41.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,070 | $4,961-78.4% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $9,400 | $8,310+13.1% | $7,997+17.5% | $6,507+44.5% |
| Admin fee / account holder | $290 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |