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 | $83,917 | $157,256-46.6% | $141,162-40.6% | $152,861-45.1% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 26.19% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,961 | $5,261-43.7% | $4,735-37.5% | $4,762-37.8% |
| Participant deferral / active EE | $4,879 | $7,109-31.4% | $6,709-27.3% | $5,850-16.6% |
| Admin fee / account holder | $246 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |