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 | $56,988 | $64,348-11.4% | $90,160-36.8% | $70,131-18.7% |
| Participation rate | 29.4% | 70.4%-41.0pp | 76.9%-47.5pp | 69.5%-40.1pp |
| Annual return | 94.36% | 28.13%+66.2pp | 34.88%+59.5pp | 73.14%+21.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,755 | $4,389-14.4% | $5,288-29.0% | $3,332+12.7% |
| Admin fee / account holder | $138 | $3,944-96.5% | $5,943-97.7% | $4,645-97.0% |