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 | $48,988 | $78,672-37.7% | $109,143-55.1% | $85,850-42.9% |
| Participation rate | 52.5% | 68.3%-15.8pp | 75.9%-23.4pp | 69.3%-16.8pp |
| Annual return | 14.17% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,748 | $2,735-36.1% | $3,722-53.0% | $2,565-31.9% |
| Participant deferral / active EE | $2,884 | $3,467-16.8% | $4,653-38.0% | $3,952-27.0% |
| Admin fee / account holder | $10 | $5,469-99.8% | $6,752-99.9% | $6,260-99.8% |