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 | $69,594 | $217,402-68.0% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 17.61% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,093 | $5,873-64.4% | $5,167-59.5% | $4,837-56.7% |
| Participant deferral / active EE | $8,285 | $6,356+30.3% | $5,568+48.8% | $6,341+30.7% |
| Admin fee / account holder | $65 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |