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 | $52,573 | $103,376-49.1% | $87,100-39.6% | $152,861-65.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 27.90% | 28.10%-0.2pp | 28.19%-0.3pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,453 | $3,220+7.2% | $2,521+36.9% | $4,762-27.5% |
| Participant deferral / active EE | $13,389 | $4,778+180.2% | $4,049+230.7% | $5,850+128.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |