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 | $41,453 | $226,064-81.7% | $182,532-77.3% | $152,861-72.9% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.0%-9.8pp | 82.4%-14.3pp |
| Annual return | 23.39% | 192.51%-169.1pp | 148.54%-125.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,553 | $4,978-68.8% | $4,076-61.9% | $4,762-67.4% |
| Participant deferral / active EE | $3,210 | $6,368-49.6% | $5,524-41.9% | $5,850-45.1% |
| Admin fee / account holder | $19 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |