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 | $157,565 | $214,378-26.5% | $200,582-21.4% | $142,382+10.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 25.73% | 46.41%-20.7pp | 42.33%-16.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,240 | $6,841-67.3% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $6,380 | $9,865-35.3% | $9,331-31.6% | $6,507-2.0% |
| Admin fee / account holder | $36 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |