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 | $78,111 | $133,922-41.7% | $116,228-32.8% | $142,382-45.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 18.62% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,138 | $3,446-67.0% | $2,994-62.0% | $4,299-73.5% |
| Participant deferral / active EE | $3,864 | $5,672-31.9% | $4,953-22.0% | $6,507-40.6% |
| Admin fee / account holder | $120 | $14,945-99.2% | $11,989-99.0% | $12,624-99.0% |