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 | $43,847 | $118,849-63.1% | $96,562-54.6% | $167,490-73.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 10.83% | 50.49%-39.7pp | 37.78%-27.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,853 | $3,120-40.6% | $2,356-21.4% | $4,837-61.7% |
| Participant deferral / active EE | $5,501 | $4,616+19.2% | $3,849+42.9% | $6,341-13.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |