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 | $84,722 | $175,202-51.6% | $149,673-43.4% | $139,434-39.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 29.91% | 166.71%-136.8pp | 134.42%-104.5pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,961 | $5,474-64.2% | $4,818-59.3% | $4,751-58.7% |
| Participant deferral / active EE | $5,827 | $6,519-10.6% | $5,680+2.6% | $6,710-13.2% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |