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 6-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 | $34,160 | $176,056-80.6% | $159,436-78.6% | $167,490-79.6% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,083 | $5,297-60.7% | $4,829-56.9% | $4,837-56.9% |
| Participant deferral / active EE | $8,910 | $7,750+15.0% | $7,352+21.2% | $6,341+40.5% |
| Admin fee / account holder | $111 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |