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 | $83,186 | $157,256-47.1% | $141,162-41.1% | $152,861-45.6% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 23.84% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $955 | $5,261-81.9% | $4,735-79.8% | $4,762-80.0% |
| Participant deferral / active EE | $5,823 | $7,109-18.1% | $6,709-13.2% | $5,850-0.5% |
| Admin fee / account holder | $91 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |