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 | $36,143 | $209,411-82.7% | $178,490-79.8% | $158,922-77.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 31.27% | 188.75%-157.5pp | 151.07%-119.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,668 | $5,706-70.8% | $5,011-66.7% | $4,761-65.0% |
| Participant deferral / active EE | $7,365 | $5,954+23.7% | $5,202+41.6% | $5,982+23.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |