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 | $149,251 | $77,314+93.0% | $177,989-16.1% | $80,856+84.6% |
| Participation rate | 36.0% | 65.7%-29.7pp | 77.1%-41.1pp | 67.6%-31.6pp |
| Annual return | 12.96% | 18.09%-5.1pp | 294.48%-281.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,563 | $2,292-31.8% | $3,949-60.4% | $2,755-43.3% |
| Participant deferral / active EE | $3,733 | $4,411-15.4% | $6,276-40.5% | $4,296-13.1% |
| Admin fee / account holder | $26 | $7,191-99.6% | $10,363-99.8% | $6,918-99.6% |