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 | $36,667 | $106,890-65.7% | $84,015-56.4% | $152,861-76.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 33.99% | 104.99%-71.0pp | 71.31%-37.3pp | 345.32%-311.3pp |
| Employer contribution / active EE | $2,884 | $2,734+5.5% | $1,983+45.4% | $4,762-39.4% |
| Participant deferral / active EE | $5,768 | $4,011+43.8% | $3,239+78.1% | $5,850-1.4% |
| Admin fee / account holder | $13 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |