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 8-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 | $71,833 | $157,256-54.3% | $141,162-49.1% | $152,861-53.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.50% | 64.32%-36.8pp | 71.39%-43.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $4,061 | $5,261-22.8% | $4,735-14.2% | $4,762-14.7% |
| Participant deferral / active EE | $9,455 | $7,109+33.0% | $6,709+40.9% | $5,850+61.6% |
| Admin fee / account holder | $247 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |