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 | $24,777 | $157,256-84.2% | $141,162-82.4% | $152,861-83.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 44.74% | 64.32%-19.6pp | 71.39%-26.7pp | 345.32%-300.6pp |
| Employer contribution / active EE | $3,433 | $5,261-34.7% | $4,735-27.5% | $4,762-27.9% |
| Participant deferral / active EE | $6,664 | $7,109-6.3% | $6,709-0.7% | $5,850+13.9% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |