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 | $56,875 | $209,411-72.8% | $178,490-68.1% | $158,922-64.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.04% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $13,610 | $5,706+138.5% | $5,011+171.6% | $4,761+185.8% |
| Participant deferral / active EE | $10,968 | $5,954+84.2% | $5,202+110.8% | $5,982+83.3% |
| Admin fee / account holder | $59 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |