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 | $34,831 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 18.49% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,450 | $5,856-75.2% | $5,143-71.8% | $4,762-69.6% |
| Participant deferral / active EE | $5,499 | $5,948-7.6% | $5,198+5.8% | $5,850-6.0% |
| Admin fee / account holder | $179 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |