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 | $92,196 | $165,984-44.5% | $164,813-44.1% | $145,922-36.8% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 12.17% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,817 | $5,273-46.6% | $4,341-35.1% | $4,660-39.5% |
| Participant deferral / active EE | $4,634 | $6,959-33.4% | $6,031-23.2% | $6,688-30.7% |
| Admin fee / account holder | $47 | $16,648-99.7% | $12,690-99.6% | $13,397-99.7% |