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 6-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 | $86,831 | $179,726-51.7% | $156,263-44.4% | $142,382-39.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 21.46% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $10,069 | $5,069+98.6% | $4,333+132.4% | $4,299+134.2% |
| Participant deferral / active EE | $5,233 | $6,956-24.8% | $6,158-15.0% | $6,507-19.6% |
| Admin fee / account holder | $270 | $17,272-98.4% | $14,255-98.1% | $12,624-97.9% |