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 7-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 | $42,243 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 39.07% | 188.75%-149.7pp | 151.07%-112.0pp | 302.83%-263.8pp |
| Employer contribution / active EE | $2,729 | $5,706-52.2% | $5,011-45.5% | $4,761-42.7% |
| Participant deferral / active EE | $13,264 | $5,954+122.8% | $5,202+155.0% | $5,982+121.7% |
| Admin fee / account holder | $108 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |