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 | $124,045 | $197,591-37.2% | $177,821-30.2% | $158,922-21.9% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 7.64% | 58.76%-51.1pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,473 | $6,697-63.1% | $5,918-58.2% | $4,761-48.1% |
| Participant deferral / active EE | $6,011 | $8,405-28.5% | $7,714-22.1% | $5,982+0.5% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |