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 | $67,697 | $89,753-24.6% | $107,525-37.0% | $84,808-20.2% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 22.87% | 29.48%-6.6pp | 181.32%-158.5pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,330 | $3,113-25.2% | $3,754-37.9% | $2,631-11.5% |
| Participant deferral / active EE | $5,446 | $4,056+34.3% | $5,116+6.4% | $4,212+29.3% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |