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 | $66,975 | $65,395+2.4% | $182,532-63.3% | $72,985-8.2% |
| Participation rate | 52.0% | 65.4%-13.4pp | 78.0%-26.0pp | 69.5%-17.5pp |
| Annual return | 24.06% | 27.68%-3.6pp | 148.54%-124.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,064 | $1,911-44.3% | $4,076-73.9% | $2,440-56.4% |
| Participant deferral / active EE | $3,814 | $3,563+7.0% | $5,524-31.0% | $3,607+5.7% |
| Admin fee / account holder | $15 | $4,245-99.7% | $8,592-99.8% | $5,124-99.7% |