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 | $46,380 | $118,450-60.8% | $98,439-52.9% | $139,434-66.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 18.76% | 18.94%-0.2pp | 21.16%-2.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,000 | $3,609-16.9% | $3,048-1.6% | $4,751-36.9% |
| Participant deferral / active EE | $3,910 | $5,392-27.5% | $4,738-17.5% | $6,710-41.7% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |