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 | $74,125 | $150,187-50.6% | $120,354-38.4% | $145,922-49.2% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 15.69% | 154.07%-138.4pp | 107.15%-91.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,531 | $4,348-64.8% | $3,463-55.8% | $4,660-67.1% |
| Participant deferral / active EE | $3,047 | $6,173-50.6% | $4,991-38.9% | $6,688-54.4% |
| Admin fee / account holder | $105 | $12,207-99.1% | $9,423-98.9% | $13,397-99.2% |