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 5-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 | $75,441 | $88,751-15.0% | $81,812-7.8% | $145,922-48.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 11.57% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $623 | $3,083-79.8% | $2,912-78.6% | $4,660-86.6% |
| Participant deferral / active EE | $4,333 | $4,643-6.7% | $4,319+0.3% | $6,688-35.2% |
| Admin fee / account holder | $273 | $8,415-96.8% | $7,386-96.3% | $13,397-98.0% |