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 | $143,299 | $210,648-32.0% | $177,989-19.5% | $145,922-1.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 8.01% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,771 | $4,565-39.3% | $3,949-29.8% | $4,660-40.5% |
| Participant deferral / active EE | $2,989 | $6,958-57.0% | $6,276-52.4% | $6,688-55.3% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |