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 | $42,494 | $183,519-76.8% | $155,509-72.7% | $145,922-70.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.55% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,183 | $5,313-58.9% | $4,672-53.3% | $4,660-53.2% |
| Participant deferral / active EE | $2,917 | $6,462-54.9% | $5,626-48.2% | $6,688-56.4% |
| Admin fee / account holder | $129 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |