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 | $36,568 | $209,411-82.5% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 38.9% | 86.3%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 36.75% | 188.75%-152.0pp | 151.07%-114.3pp | 302.83%-266.1pp |
| Employer contribution / active EE | $1,212 | $5,706-78.8% | $5,011-75.8% | $4,761-74.5% |
| Participant deferral / active EE | $2,577 | $5,954-56.7% | $5,202-50.5% | $5,982-56.9% |
| Admin fee / account holder | $182 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |