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 | $120,703 | $111,754+8.0% | $103,333+16.8% | $145,922-17.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 11.16% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,030 | $4,212-28.1% | $3,868-21.7% | $4,660-35.0% |
| Participant deferral / active EE | $5,813 | $5,619+3.5% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |