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 | $56,497 | $100,852-44.0% | $90,404-37.5% | $158,922-64.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 27.32% | 1724.20%-1696.9pp | 1293.02%-1265.7pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,969 | $3,689-46.6% | $3,262-39.6% | $4,761-58.6% |
| Participant deferral / active EE | $5,078 | $4,348+16.8% | $3,963+28.1% | $5,982-15.1% |
| Admin fee / account holder | $273 | $6,501-95.8% | $5,611-95.1% | $11,246-97.6% |