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 | $55,556 | $226,064-75.4% | $182,532-69.6% | $152,861-63.7% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.0%-14.8pp | 82.4%-19.3pp |
| Annual return | 33.31% | 192.51%-159.2pp | 148.54%-115.2pp | 345.32%-312.0pp |
| Employer contribution / active EE | $711 | $4,978-85.7% | $4,076-82.6% | $4,762-85.1% |
| Participant deferral / active EE | $2,785 | $6,368-56.3% | $5,524-49.6% | $5,850-52.4% |
| Admin fee / account holder | $226 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |