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 4-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 | $45,531 | $175,202-74.0% | $149,673-69.6% | $139,434-67.3% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 23.00% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,129 | $5,474-79.4% | $4,818-76.6% | $4,751-76.2% |
| Participant deferral / active EE | $7,161 | $6,519+9.9% | $5,680+26.1% | $6,710+6.7% |
| Admin fee / account holder | $240 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |