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 | $52,525 | $105,998-50.4% | $92,233-43.1% | $147,584-64.4% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 20.76% | 50.05%-29.3pp | 176.28%-155.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,814 | $4,333+11.1% | $3,679+30.8% | $4,876-1.3% |
| Participant deferral / active EE | $2,206 | $4,478-50.7% | $3,897-43.4% | $5,439-59.4% |
| Admin fee / account holder | $196 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |