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 | $24,371 | $227,553-89.3% | $189,557-87.1% | $167,490-85.4% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.4%-13.4pp | 82.1%-17.1pp |
| Annual return | 15.99% | 78.40%-62.4pp | 64.17%-48.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,257 | $5,316-38.7% | $4,412-26.2% | $4,837-32.7% |
| Participant deferral / active EE | $3,929 | $7,002-43.9% | $6,174-36.4% | $6,341-38.0% |
| Admin fee / account holder | $291 | $11,878-97.6% | $9,807-97.0% | $12,309-97.6% |