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 | $91,317 | $159,602-42.8% | $150,045-39.1% | $142,382-35.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.80% | 70.24%-49.4pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,658 | $4,961-66.6% | $4,693-64.7% | $4,299-61.4% |
| Participant deferral / active EE | $3,996 | $8,310-51.9% | $7,997-50.0% | $6,507-38.6% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |