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 7-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 | $34,412 | $175,202-80.4% | $149,673-77.0% | $139,434-75.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.57% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,635 | $5,474-70.1% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $7,816 | $6,519+19.9% | $5,680+37.6% | $6,710+16.5% |
| Admin fee / account holder | $190 | $16,150-98.8% | $13,210-98.6% | $11,403-98.3% |