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 | $71,825 | $118,849-39.6% | $96,562-25.6% | $167,490-57.1% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.8%-13.3pp | 82.1%-25.6pp |
| Annual return | 16.61% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $659 | $3,120-78.9% | $2,356-72.0% | $4,837-86.4% |
| Participant deferral / active EE | $2,758 | $4,616-40.2% | $3,849-28.3% | $6,341-56.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |