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 8-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 | $60,971 | $209,411-70.9% | $178,490-65.8% | $158,922-61.6% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 17.53% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,623 | $5,706-54.0% | $5,011-47.7% | $4,761-44.9% |
| Participant deferral / active EE | $5,752 | $5,954-3.4% | $5,202+10.6% | $5,982-3.8% |
| Admin fee / account holder | $199 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |