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 | $125,324 | $198,466-36.9% | $170,442-26.5% | $147,584-15.1% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 21.15% | 257.29%-236.1pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,037 | $6,184-67.1% | $5,433-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $5,274 | $5,629-6.3% | $4,939+6.8% | $5,439-3.0% |
| Admin fee / account holder | $67 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |