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 5-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 | $91,645 | $227,553-59.7% | $189,557-51.7% | $167,490-45.3% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 15.64% | 78.40%-62.8pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,001 | $5,316-62.4% | $4,412-54.6% | $4,837-58.6% |
| Participant deferral / active EE | $3,326 | $7,002-52.5% | $6,174-46.1% | $6,341-47.6% |
| Admin fee / account holder | $16 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |