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 | $106,540 | $209,411-49.1% | $178,490-40.3% | $158,922-33.0% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 12.08% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,491 | $5,706-73.9% | $5,011-70.2% | $4,761-68.7% |
| Participant deferral / active EE | $4,858 | $5,954-18.4% | $5,202-6.6% | $5,982-18.8% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |