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 | $76,790 | $157,256-51.2% | $141,162-45.6% | $152,861-49.8% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.4%-17.4pp |
| Annual return | 28.14% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $9,694 | $5,261+84.3% | $4,735+104.7% | $4,762+103.6% |
| Participant deferral / active EE | $8,411 | $7,109+18.3% | $6,709+25.4% | $5,850+43.8% |
| Admin fee / account holder | $108 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |