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 | $54,072 | $112,096-51.8% | $95,952-43.6% | $158,922-66.0% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 47.88% | 171.09%-123.2pp | 91.61%-43.7pp | 302.83%-254.9pp |
| Employer contribution / active EE | $5,779 | $3,198+80.7% | $2,541+127.4% | $4,761+21.4% |
| Participant deferral / active EE | $12,160 | $4,784+154.2% | $4,167+191.8% | $5,982+103.3% |
| Admin fee / account holder | $53 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |