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 7-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 | $51,166 | $106,515-52.0% | $96,683-47.1% | $139,434-63.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 25.08% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,753 | $4,103-32.9% | $3,737-26.3% | $4,751-42.1% |
| Participant deferral / active EE | $7,519 | $5,454+37.9% | $4,878+54.1% | $6,710+12.0% |
| Admin fee / account holder | $176 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |