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 | $74,076 | $159,602-53.6% | $150,045-50.6% | $142,382-48.0% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 15.95% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,188 | $4,961-76.0% | $4,693-74.7% | $4,299-72.4% |
| Participant deferral / active EE | $6,181 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |