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 | $60,586 | $176,662-65.7% | $130,648-53.6% | $152,861-60.4% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.4%-19.9pp |
| Annual return | 16.27% | 2692.24%-2676.0pp | 1708.96%-1692.7pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,270 | $5,742-77.9% | $4,092-69.0% | $4,762-73.3% |
| Participant deferral / active EE | $3,807 | $4,361-12.7% | $3,603+5.7% | $5,850-34.9% |
| Admin fee / account holder | $81 | $7,133-98.9% | $5,464-98.5% | $11,596-99.3% |