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 7-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 | $46,475 | $209,832-77.9% | $189,513-75.5% | $167,490-72.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 14.65% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,803 | $6,914-59.5% | $6,162-54.5% | $4,837-42.0% |
| Participant deferral / active EE | $7,397 | $8,935-17.2% | $8,221-10.0% | $6,341+16.6% |
| Admin fee / account holder | $215 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |