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 | $74,521 | $105,181-29.1% | $159,436-53.3% | $85,850-13.2% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.8%-52.3pp | 69.3%-38.8pp |
| Annual return | 19.98% | 45.07%-25.1pp | 263.57%-243.6pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,722 | $3,318-48.1% | $4,829-64.3% | $2,565-32.9% |
| Participant deferral / active EE | $3,630 | $5,945-38.9% | $7,352-50.6% | $3,952-8.1% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |