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 10-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 | $58,125 | $99,877-41.8% | $84,966-31.6% | $145,922-60.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 19.44% | 83.76%-64.3pp | 66.38%-46.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $5,291 | $3,231+63.7% | $2,727+94.0% | $4,660+13.5% |
| Participant deferral / active EE | $6,362 | $5,291+20.3% | $4,519+40.8% | $6,688-4.9% |
| Admin fee / account holder | $224 | $7,248-96.9% | $6,149-96.4% | $13,397-98.3% |