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 | $55,722 | $179,726-69.0% | $156,263-64.3% | $142,382-60.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 20.56% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,523 | $5,069-30.5% | $4,333-18.7% | $4,299-18.0% |
| Participant deferral / active EE | $6,841 | $6,956-1.6% | $6,158+11.1% | $6,507+5.1% |
| Admin fee / account holder | $205 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |