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 7-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 | $82,329 | $175,202-53.0% | $149,673-45.0% | $139,434-41.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.68% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,394 | $5,474-74.5% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $13,125 | $6,519+101.3% | $5,680+131.1% | $6,710+95.6% |
| Admin fee / account holder | $292 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |