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 | $54,756 | $133,922-59.1% | $116,228-52.9% | $142,382-61.5% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 13.61% | 147.76%-134.2pp | 90.06%-76.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,929 | $3,446-44.0% | $2,994-35.6% | $4,299-55.1% |
| Participant deferral / active EE | $4,446 | $5,672-21.6% | $4,953-10.2% | $6,507-31.7% |
| Admin fee / account holder | $5 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |