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 7-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 | $68,794 | $111,724-38.4% | $93,606-26.5% | $145,922-52.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 14.19% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,808 | $3,090-41.5% | $2,420-25.3% | $4,660-61.2% |
| Participant deferral / active EE | $3,765 | $4,912-23.3% | $4,411-14.6% | $6,688-43.7% |
| Admin fee / account holder | $268 | $10,250-97.4% | $8,285-96.8% | $13,397-98.0% |