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 | $104,815 | $158,398-33.8% | $126,539-17.2% | $142,382-26.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 18.51% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,509 | $4,650-24.5% | $3,674-4.5% | $4,299-18.4% |
| Participant deferral / active EE | $8,392 | $4,767+76.0% | $4,083+105.5% | $6,507+29.0% |
| Admin fee / account holder | $133 | $6,918-98.1% | $6,065-97.8% | $12,624-98.9% |