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 | $136,826 | $183,519-25.4% | $155,509-12.0% | $145,922-6.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 13.50% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,072 | $5,313-79.8% | $4,672-77.1% | $4,660-77.0% |
| Participant deferral / active EE | $2,369 | $6,462-63.3% | $5,626-57.9% | $6,688-64.6% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |