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 7-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 | $90,119 | $112,881-20.2% | $90,951-0.9% | $158,922-43.3% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 36.69% | 215.79%-179.1pp | 134.60%-97.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $10,783 | $2,893+272.7% | $2,122+408.2% | $4,761+126.5% |
| Participant deferral / active EE | $3,814 | $4,128-7.6% | $3,373+13.1% | $5,982-36.2% |
| Admin fee / account holder | $296 | $8,041-96.3% | $5,959-95.0% | $11,246-97.4% |