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 8-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 | $33,244 | $112,881-70.5% | $90,951-63.4% | $158,922-79.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 21.30% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,586 | $2,893+93.1% | $2,122+163.2% | $4,761+17.3% |
| Participant deferral / active EE | $2,101 | $4,128-49.1% | $3,373-37.7% | $5,982-64.9% |
| Admin fee / account holder | $225 | $8,041-97.2% | $5,959-96.2% | $11,246-98.0% |