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 3-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 | $85,762 | $210,648-59.3% | $177,989-51.8% | $145,922-41.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 18.46% | 385.86%-367.4pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,070 | $4,565-76.5% | $3,949-72.9% | $4,660-77.0% |
| Participant deferral / active EE | $8,831 | $6,958+26.9% | $6,276+40.7% | $6,688+32.0% |
| Admin fee / account holder | $32 | $12,013-99.7% | $10,363-99.7% | $13,397-99.8% |