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 | $62,957 | $209,411-69.9% | $178,490-64.7% | $158,922-60.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.37% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,598 | $5,706-1.9% | $5,011+11.7% | $4,761+17.6% |
| Participant deferral / active EE | $4,270 | $5,954-28.3% | $5,202-17.9% | $5,982-28.6% |
| Admin fee / account holder | $265 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |