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 | $67,893 | $100,852-32.7% | $90,404-24.9% | $158,922-57.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 18.07% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,755 | $3,689-52.4% | $3,262-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,933 | $4,348-9.5% | $3,963-0.8% | $5,982-34.2% |
| Admin fee / account holder | $141 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |