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 | $56,933 | $175,202-67.5% | $149,673-62.0% | $139,434-59.2% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 46.20% | 166.71%-120.5pp | 134.42%-88.2pp | 372.94%-326.7pp |
| Employer contribution / active EE | $2,209 | $5,474-59.6% | $4,818-54.1% | $4,751-53.5% |
| Participant deferral / active EE | $11,609 | $6,519+78.1% | $5,680+104.4% | $6,710+73.0% |
| Admin fee / account holder | $192 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |