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 10-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 | $72,796 | $112,096-35.1% | $95,952-24.1% | $158,922-54.2% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 18.55% | 171.09%-152.5pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,244 | $3,198-61.1% | $2,541-51.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,478 | $4,784-48.2% | $4,167-40.5% | $5,982-58.6% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |