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 | $49,015 | $159,901-69.3% | $146,958-66.6% | $145,922-66.4% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 31.67% | 98.13%-66.5pp | 418.34%-386.7pp | 561.29%-529.6pp |
| Employer contribution / active EE | $2,668 | $5,286-49.5% | $4,933-45.9% | $4,660-42.7% |
| Participant deferral / active EE | $7,176 | $8,428-14.9% | $8,070-11.1% | $6,688+7.3% |
| Admin fee / account holder | $290 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |