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 | $64,736 | $169,032-61.7% | $129,207-49.9% | $145,922-55.6% |
| Participation rate | 46.2% | 76.4%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 13.55% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,845 | $5,537-66.7% | $4,153-55.6% | $4,660-60.4% |
| Participant deferral / active EE | $3,739 | $4,987-25.0% | $4,168-10.3% | $6,688-44.1% |
| Admin fee / account holder | $37 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |