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 | $25,056 | $135,952-81.6% | $123,892-79.8% | $273,961-90.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 10.17% | 56.63%-46.5pp | 47.52%-37.3pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,621 | $5,170-49.3% | $4,617-43.2% | $4,869-46.2% |
| Participant deferral / active EE | $3,544 | $6,343-44.1% | $5,984-40.8% | $5,287-33.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |