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 5-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 | $28,641 | $102,604-72.1% | $86,188-66.8% | $139,434-79.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 25.90% | 1922.51%-1896.6pp | 1168.45%-1142.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,388 | $3,032+11.7% | $2,380+42.4% | $4,751-28.7% |
| Participant deferral / active EE | $5,244 | $4,676+12.2% | $3,985+31.6% | $6,710-21.8% |
| Admin fee / account holder | $94 | $8,657-98.9% | $6,852-98.6% | $11,403-99.2% |