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 | $54,675 | $148,534-63.2% | $135,903-59.8% | $139,434-60.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 21.07% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,263 | $5,243-18.7% | $4,856-12.2% | $4,751-10.3% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $253 | $12,400-98.0% | $10,762-97.6% | $11,403-97.8% |