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 | $47,696 | $175,202-72.8% | $149,673-68.1% | $139,434-65.8% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 33.62% | 166.71%-133.1pp | 134.42%-100.8pp | 372.94%-339.3pp |
| Employer contribution / active EE | $2,210 | $5,474-59.6% | $4,818-54.1% | $4,751-53.5% |
| Participant deferral / active EE | $5,250 | $6,519-19.5% | $5,680-7.6% | $6,710-21.8% |
| Admin fee / account holder | $153 | $16,150-99.1% | $13,210-98.8% | $11,403-98.7% |