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 9-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 | $59,095 | $210,648-71.9% | $177,989-66.8% | $145,922-59.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.43% | 385.86%-372.4pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,666 | $4,565-63.5% | $3,949-57.8% | $4,660-64.2% |
| Participant deferral / active EE | $4,714 | $6,958-32.2% | $6,276-24.9% | $6,688-29.5% |
| Admin fee / account holder | $183 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |