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 | $61,192 | $98,240-37.7% | $82,313-25.7% | $147,584-58.5% |
| Participation rate | 64.3% | 79.7%-15.4pp | 76.9%-12.6pp | 82.8%-18.5pp |
| Annual return | 29.47% | 30.85%-1.4pp | 25.88%+3.6pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,473 | $3,192-53.8% | $2,428-39.3% | $4,876-69.8% |
| Participant deferral / active EE | $4,732 | $4,383+8.0% | $3,706+27.7% | $5,439-13.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |