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 | $81,264 | $202,318-59.8% | $172,739-53.0% | $152,861-46.8% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 26.44% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,801 | $5,856-69.2% | $5,143-65.0% | $4,762-62.2% |
| Participant deferral / active EE | $3,221 | $5,948-45.8% | $5,198-38.0% | $5,850-44.9% |
| Admin fee / account holder | -$62 | $17,109-100.4% | $13,954-100.4% | $11,596-100.5% |