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 | $145,276 | $165,335-12.1% | $149,696-3.0% | $158,922-8.6% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 19.39% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,038 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $9,459 | $7,181+31.7% | $6,842+38.3% | $5,982+58.1% |
| Admin fee / account holder | $294 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |