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 10-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 | $78,729 | $105,998-25.7% | $92,233-14.6% | $147,584-46.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 12.01% | 50.05%-38.0pp | 176.28%-164.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,893 | $4,333-56.3% | $3,679-48.6% | $4,876-61.2% |
| Participant deferral / active EE | $5,017 | $4,478+12.0% | $3,897+28.7% | $5,439-7.8% |
| Admin fee / account holder | $267 | $6,332-95.8% | $5,194-94.9% | $10,885-97.5% |