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 | $37,165 | $183,963-79.8% | $162,163-77.1% | $152,861-75.7% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.4%-42.4pp |
| Annual return | 40.05% | 150.76%-110.7pp | 115.59%-75.5pp | 345.32%-305.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,909 | $8,034+10.9% | $7,298+22.1% | $5,850+52.3% |
| Admin fee / account holder | $148 | $13,121-98.9% | $10,843-98.6% | $11,596-98.7% |