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 | $64,353 | $198,466-67.6% | $170,442-62.2% | $147,584-56.4% |
| Participation rate | 64.7% | 88.0%-23.3pp | 83.6%-18.9pp | 82.8%-18.1pp |
| Annual return | 13.90% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,320 | $6,184-78.7% | $5,433-75.7% | $4,876-72.9% |
| Participant deferral / active EE | $3,967 | $5,629-29.5% | $4,939-19.7% | $5,439-27.1% |
| Admin fee / account holder | $199 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |