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 | $27,303 | $157,256-82.6% | $141,162-80.7% | $152,861-82.1% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 61.91% | 64.32%-2.4pp | 71.39%-9.5pp | 345.32%-283.4pp |
| Employer contribution / active EE | $7,316 | $5,261+39.1% | $4,735+54.5% | $4,762+53.6% |
| Participant deferral / active EE | $3,050 | $7,109-57.1% | $6,709-54.5% | $5,850-47.9% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |