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 5-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 | $63,070 | $109,982-42.7% | $97,226-35.1% | $145,922-56.8% |
| Participation rate | 30.0% | 75.9%-45.9pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 15.80% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,170 | $3,084-62.1% | $2,729-57.1% | $4,660-74.9% |
| Participant deferral / active EE | $5,655 | $4,676+20.9% | $4,264+32.6% | $6,688-15.4% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |