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 | $58,299 | $209,411-72.2% | $178,490-67.3% | $158,922-63.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.68% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,186 | $5,706-79.2% | $5,011-76.3% | $4,761-75.1% |
| Participant deferral / active EE | $4,449 | $5,954-25.3% | $5,202-14.5% | $5,982-25.6% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |