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 | $51,458 | $217,402-76.3% | $185,823-72.3% | $167,490-69.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.27% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,990 | $5,873-66.1% | $5,167-61.5% | $4,837-58.9% |
| Participant deferral / active EE | $6,906 | $6,356+8.6% | $5,568+24.0% | $6,341+8.9% |
| Admin fee / account holder | $199 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |