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 | $35,946 | $133,922-73.2% | $116,228-69.1% | $142,382-74.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 18.54% | 147.76%-129.2pp | 90.06%-71.5pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,312 | $3,446-32.9% | $2,994-22.8% | $4,299-46.2% |
| Participant deferral / active EE | $2,614 | $5,672-53.9% | $4,953-47.2% | $6,507-59.8% |
| Admin fee / account holder | $252 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |