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 6-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 | $85,031 | $159,901-46.8% | $146,958-42.1% | $145,922-41.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.40% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,090 | $5,286-41.5% | $4,933-37.4% | $4,660-33.7% |
| Participant deferral / active EE | $5,860 | $8,428-30.5% | $8,070-27.4% | $6,688-12.4% |
| Admin fee / account holder | $93 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |