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 | $108,394 | $159,901-32.2% | $146,958-26.2% | $145,922-25.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.07% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,973 | $5,286+31.9% | $4,933+41.3% | $4,660+49.6% |
| Participant deferral / active EE | $14,174 | $8,428+68.2% | $8,070+75.6% | $6,688+111.9% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |