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 5-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 | $27,675 | $175,202-84.2% | $149,673-81.5% | $139,434-80.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.15% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,236 | $5,474-59.2% | $4,818-53.6% | $4,751-52.9% |
| Participant deferral / active EE | $3,803 | $6,519-41.7% | $5,680-33.1% | $6,710-43.3% |
| Admin fee / account holder | $244 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |