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 | $54,868 | $158,398-65.4% | $126,539-56.6% | $142,382-61.5% |
| Participation rate | 54.5% | 75.8%-21.3pp | 69.8%-15.3pp | 80.1%-25.6pp |
| Annual return | 19.11% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,614 | $4,650-65.3% | $3,674-56.1% | $4,299-62.5% |
| Participant deferral / active EE | $3,820 | $4,767-19.9% | $4,083-6.4% | $6,507-41.3% |
| Admin fee / account holder | $167 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |