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 | $75,715 | $115,770-34.6% | $101,248-25.2% | $158,922-52.4% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 28.20% | 56.14%-27.9pp | 46.47%-18.3pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,837 | $4,175-56.0% | $3,660-49.8% | $4,761-61.4% |
| Participant deferral / active EE | $4,994 | $4,957+0.7% | $4,370+14.3% | $5,982-16.5% |
| Admin fee / account holder | $7 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |