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 | $58,844 | $165,335-64.4% | $149,696-60.7% | $158,922-63.0% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 51.22% | 348.15%-296.9pp | 276.60%-225.4pp | 302.83%-251.6pp |
| Employer contribution / active EE | $1,630 | $5,103-68.1% | $4,644-64.9% | $4,761-65.8% |
| Participant deferral / active EE | $8,054 | $7,181+12.1% | $6,842+17.7% | $5,982+34.6% |
| Admin fee / account holder | $212 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |