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 | $49,519 | $183,963-73.1% | $162,163-69.5% | $152,861-67.6% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 29.79% | 150.76%-121.0pp | 115.59%-85.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,528 | $6,371-76.0% | $5,614-72.8% | $4,762-67.9% |
| Participant deferral / active EE | $5,285 | $8,034-34.2% | $7,298-27.6% | $5,850-9.7% |
| Admin fee / account holder | $207 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |