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 | $33,733 | $85,766-60.7% | $136,294-75.2% | $70,131-51.9% |
| Participation rate | 55.2% | 74.2%-19.0pp | 81.9%-26.7pp | 69.5%-14.4pp |
| Annual return | 18.93% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,803 | $2,966-5.5% | $4,695-40.3% | $2,342+19.7% |
| Participant deferral / active EE | $6,159 | $5,051+21.9% | $6,247-1.4% | $3,332+84.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |