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 | $80,943 | $107,334-24.6% | $92,893-12.9% | $152,861-47.0% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 20.19% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $8,400 | $4,221+99.0% | $3,653+130.0% | $4,762+76.4% |
| Participant deferral / active EE | $5,516 | $4,845+13.9% | $4,236+30.2% | $5,850-5.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |