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 9-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 | $54,787 | $217,402-74.8% | $185,823-70.5% | $167,490-67.3% |
| Participation rate | 68.8% | 86.0%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 14.94% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,563 | $5,873-73.4% | $5,167-69.8% | $4,837-67.7% |
| Participant deferral / active EE | $4,912 | $6,356-22.7% | $5,568-11.8% | $6,341-22.5% |
| Admin fee / account holder | $276 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |