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 | $53,485 | $209,411-74.5% | $178,490-70.0% | $158,922-66.3% |
| Participation rate | 59.1% | 86.3%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 18.93% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,338 | $5,706-59.0% | $5,011-53.3% | $4,761-50.9% |
| Participant deferral / active EE | $4,797 | $5,954-19.4% | $5,202-7.8% | $5,982-19.8% |
| Admin fee / account holder | $299 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |