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 7-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 | $46,860 | $209,832-77.7% | $189,513-75.3% | $167,490-72.0% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 16.44% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,697 | $6,914-75.5% | $6,162-72.5% | $4,837-64.9% |
| Participant deferral / active EE | $4,623 | $8,935-48.3% | $8,221-43.8% | $6,341-27.1% |
| Admin fee / account holder | $73 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |