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 | $60,847 | $217,402-72.0% | $185,823-67.3% | $167,490-63.7% |
| Participation rate | 46.7% | 86.0%-39.4pp | 81.7%-35.0pp | 82.1%-35.4pp |
| Annual return | 19.75% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,762 | $5,873-70.0% | $5,167-65.9% | $4,837-63.6% |
| Participant deferral / active EE | $4,357 | $6,356-31.5% | $5,568-21.7% | $6,341-31.3% |
| Admin fee / account holder | $242 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |