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 | $71,232 | $96,484-26.2% | $75,886-6.1% | $152,861-53.4% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 24.69% | 33.98%-9.3pp | 30.76%-6.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,342 | $3,309+1.0% | $2,500+33.6% | $4,762-29.8% |
| Participant deferral / active EE | $5,272 | $4,553+15.8% | $3,603+46.3% | $5,850-9.9% |
| Admin fee / account holder | $31 | $8,078-99.6% | $5,418-99.4% | $11,596-99.7% |