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 | $49,626 | $175,202-71.7% | $149,673-66.8% | $139,434-64.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 25.88% | 166.71%-140.8pp | 134.42%-108.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $11,005 | $5,474+101.0% | $4,818+128.4% | $4,751+131.6% |
| Participant deferral / active EE | $4,471 | $6,519-31.4% | $5,680-21.3% | $6,710-33.4% |
| Admin fee / account holder | $254 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |