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 | $74,488 | $144,119-48.3% | $117,854-36.8% | $147,584-49.5% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.98% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,802 | $4,896-63.2% | $3,786-52.4% | $4,876-63.0% |
| Participant deferral / active EE | $8,387 | $5,316+57.8% | $4,482+87.1% | $5,439+54.2% |
| Admin fee / account holder | $68 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |