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 | $86,746 | $148,534-41.6% | $135,903-36.2% | $139,434-37.8% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 20.70% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,134 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $7,827 | $8,100-3.4% | $7,758+0.9% | $6,710+16.6% |
| Admin fee / account holder | $98 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |