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 | $53,320 | $159,602-66.6% | $150,045-64.5% | $142,382-62.6% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.3%-14.1pp | 80.1%-11.9pp |
| Annual return | 23.44% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,857 | $4,961-62.6% | $4,693-60.4% | $4,299-56.8% |
| Participant deferral / active EE | $4,573 | $8,310-45.0% | $7,997-42.8% | $6,507-29.7% |
| Admin fee / account holder | $29 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |