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 | $148,605 | $209,832-29.2% | $189,513-21.6% | $167,490-11.3% |
| Participation rate | 64.3% | 88.7%-24.4pp | 87.8%-23.5pp | 82.1%-17.8pp |
| Annual return | 9.58% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,225 | $6,914-67.8% | $6,162-63.9% | $4,837-54.0% |
| Participant deferral / active EE | $5,971 | $8,935-33.2% | $8,221-27.4% | $6,341-5.8% |
| Admin fee / account holder | $96 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |