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 | $52,085 | $115,770-55.0% | $101,248-48.6% | $158,922-67.2% |
| Participation rate | 45.8% | 79.4%-33.5pp | 75.8%-30.0pp | 82.0%-36.1pp |
| Annual return | 35.39% | 56.14%-20.7pp | 46.47%-11.1pp | 302.83%-267.4pp |
| Employer contribution / active EE | $1,346 | $4,175-67.8% | $3,660-63.2% | $4,761-71.7% |
| Participant deferral / active EE | $5,018 | $4,957+1.2% | $4,370+14.8% | $5,982-16.1% |
| Admin fee / account holder | $139 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |