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 5-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 | $43,680 | $126,574-65.5% | $106,213-58.9% | $145,922-70.1% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 13.28% | 224.79%-211.5pp | 116.14%-102.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,724 | $3,730-53.8% | $3,171-45.7% | $4,660-63.0% |
| Participant deferral / active EE | $4,420 | $5,724-22.8% | $5,016-11.9% | $6,688-33.9% |
| Admin fee / account holder | $156 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |