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 | $38,028 | $217,402-82.5% | $185,823-79.5% | $167,490-77.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 45.52% | 148.36%-102.8pp | 122.05%-76.5pp | 478.56%-433.0pp |
| Employer contribution / active EE | $2,028 | $5,873-65.5% | $5,167-60.8% | $4,837-58.1% |
| Participant deferral / active EE | $6,356 | $6,3560% | $5,568+14.2% | $6,341+0.2% |
| Admin fee / account holder | $10 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |