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 | $95,810 | $176,056-45.6% | $159,436-39.9% | $167,490-42.8% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 15.92% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,149 | $5,297-78.3% | $4,829-76.2% | $4,837-76.3% |
| Participant deferral / active EE | $3,301 | $7,750-57.4% | $7,352-55.1% | $6,341-47.9% |
| Admin fee / account holder | $28 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |