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 | $44,434 | $124,281-64.2% | $109,143-59.3% | $167,490-73.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 32.68% | 26.04%+6.6pp | 25.75%+6.9pp | 478.56%-445.9pp |
| Employer contribution / active EE | $1,650 | $4,207-60.8% | $3,722-55.7% | $4,837-65.9% |
| Participant deferral / active EE | $2,681 | $5,255-49.0% | $4,653-42.4% | $6,341-57.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |