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 | $64,838 | $183,519-64.7% | $155,509-58.3% | $145,922-55.6% |
| Participation rate | 68.4% | 82.7%-14.2pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 12.29% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,373 | $5,313-55.3% | $4,672-49.2% | $4,660-49.1% |
| Participant deferral / active EE | $4,461 | $6,462-31.0% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $298 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |