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 | $100,394 | $154,117-34.9% | $129,995-22.8% | $139,434-28.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 18.79% | 32.48%-13.7pp | -137.18%+156.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,559 | $5,289-51.6% | $4,320-40.8% | $4,751-46.1% |
| Participant deferral / active EE | $7,396 | $6,710+10.2% | $5,820+27.1% | $6,710+10.2% |
| Admin fee / account holder | $153 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |