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 | $150,091 | $209,411-28.3% | $178,490-15.9% | $158,922-5.6% |
| Participation rate | 46.7% | 86.3%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 7.04% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,405 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $4,014 | $5,954-32.6% | $5,202-22.8% | $5,982-32.9% |
| Admin fee / account holder | $54 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |