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 | $91,684 | $124,319-26.3% | $111,297-17.6% | $167,490-45.3% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 14.58% | 37.44%-22.9pp | 54.65%-40.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,758 | $3,435-48.8% | $2,731-35.6% | $4,837-63.7% |
| Participant deferral / active EE | $6,659 | $5,180+28.5% | $4,487+48.4% | $6,341+5.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |