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 10-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 | $64,389 | $118,849-45.8% | $96,562-33.3% | $167,490-61.6% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 10.73% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,581 | $3,120-49.3% | $2,356-32.9% | $4,837-67.3% |
| Participant deferral / active EE | $3,379 | $4,616-26.8% | $3,849-12.2% | $6,341-46.7% |
| Admin fee / account holder | $160 | $8,065-98.0% | $6,181-97.4% | $12,309-98.7% |