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 | $144,004 | $183,519-21.5% | $155,509-7.4% | $145,922-1.3% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 12.95% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $11,841 | $5,313+122.9% | $4,672+153.4% | $4,660+154.1% |
| Participant deferral / active EE | $5,700 | $6,462-11.8% | $5,626+1.3% | $6,688-14.8% |
| Admin fee / account holder | $160 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |