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 8-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 | $90,808 | $185,822-51.1% | $169,993-46.6% | $139,434-34.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 31.88% | 60.50%-28.6pp | 53.37%-21.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,502 | $7,590-80.2% | $6,785-77.9% | $4,751-68.4% |
| Participant deferral / active EE | $7,838 | $11,622-32.6% | $10,408-24.7% | $6,710+16.8% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |