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 8-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 | $118,172 | $80,717+46.4% | $154,803-23.7% | $84,808+39.3% |
| Participation rate | 31.4% | 66.8%-35.4pp | 78.1%-46.6pp | 68.3%-36.9pp |
| Annual return | 34.65% | 37.96%-3.3pp | 58.88%-24.2pp | 40.90%-6.2pp |
| Employer contribution / active EE | $1,125 | $2,761-59.3% | $4,305-73.9% | $2,631-57.2% |
| Participant deferral / active EE | $2,681 | $3,303-18.8% | $5,540-51.6% | $4,212-36.3% |
| Admin fee / account holder | $50 | $6,746-99.3% | $14,329-99.7% | $7,344-99.3% |