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 6-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 | $106,467 | $183,519-42.0% | $155,509-31.5% | $145,922-27.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.10% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,046 | $5,313-61.5% | $4,672-56.2% | $4,660-56.1% |
| Participant deferral / active EE | $8,832 | $6,462+36.7% | $5,626+57.0% | $6,688+32.1% |
| Admin fee / account holder | $28 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |