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 | $55,366 | $107,334-48.4% | $92,893-40.4% | $152,861-63.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 33.17% | 145.58%-112.4pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,348 | $4,221-44.4% | $3,653-35.7% | $4,762-50.7% |
| Participant deferral / active EE | $2,646 | $4,845-45.4% | $4,236-37.5% | $5,850-54.8% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |