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 | $82,478 | $118,849-30.6% | $96,562-14.6% | $167,490-50.8% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 19.32% | 50.49%-31.2pp | 37.78%-18.5pp | 478.56%-459.2pp |
| Employer contribution / active EE | $4,152 | $3,120+33.1% | $2,356+76.2% | $4,837-14.2% |
| Participant deferral / active EE | $4,856 | $4,616+5.2% | $3,849+26.2% | $6,341-23.4% |
| Admin fee / account holder | $217 | $8,065-97.3% | $6,181-96.5% | $12,309-98.2% |