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 8-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 | $45,012 | $118,680-62.1% | $98,907-54.5% | $158,922-71.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 22.20% | 372.35%-350.1pp | 196.43%-174.2pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,987 | $3,333-40.4% | $2,689-26.1% | $4,761-58.3% |
| Participant deferral / active EE | $8,830 | $5,088+73.6% | $4,244+108.1% | $5,982+47.6% |
| Admin fee / account holder | $238 | $10,131-97.7% | $6,642-96.4% | $11,246-97.9% |