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 | $50,943 | $150,187-66.1% | $120,354-57.7% | $145,922-65.1% |
| Participation rate | 52.9% | 78.8%-25.8pp | 71.9%-19.0pp | 80.3%-27.3pp |
| Annual return | 13.58% | 154.07%-140.5pp | 107.15%-93.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,624 | $4,348-62.6% | $3,463-53.1% | $4,660-65.1% |
| Participant deferral / active EE | $2,596 | $6,173-57.9% | $4,991-48.0% | $6,688-61.2% |
| Admin fee / account holder | $22 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |