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 | $132,746 | $201,272-34.0% | $184,203-27.9% | $145,922-9.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.80% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,048 | $7,022-70.8% | $6,427-68.1% | $4,660-56.1% |
| Participant deferral / active EE | $6,566 | $9,806-33.0% | $9,131-28.1% | $6,688-1.8% |
| Admin fee / account holder | $23 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |