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 | $44,668 | $114,047-60.8% | $96,139-53.5% | $167,490-73.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 16.43% | 189.88%-173.4pp | 191.94%-175.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,497 | $3,427+2.1% | $2,797+25.0% | $4,837-27.7% |
| Participant deferral / active EE | $4,833 | $5,194-7.0% | $4,349+11.1% | $6,341-23.8% |
| Admin fee / account holder | $146 | $6,897-97.9% | $5,537-97.4% | $12,309-98.8% |