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 | $36,323 | $211,958-82.9% | $169,463-78.6% | $135,375-73.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 39.24% | 3.26%+36.0pp | 1.83%+37.4pp | 519.73%-480.5pp |
| Employer contribution / active EE | $804 | $5,120-84.3% | $4,159-80.7% | $4,779-83.2% |
| Participant deferral / active EE | $3,599 | $6,075-40.8% | $5,277-31.8% | $5,609-35.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |