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 | $55,326 | $112,096-50.6% | $95,952-42.3% | $158,922-65.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 22.14% | 171.09%-149.0pp | 91.61%-69.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,666 | $3,198+45.9% | $2,541+83.6% | $4,761-2.0% |
| Participant deferral / active EE | $6,666 | $4,784+39.3% | $4,167+60.0% | $5,982+11.4% |
| Admin fee / account holder | $177 | $10,130-98.3% | $6,795-97.4% | $11,246-98.4% |