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 | $67,837 | $101,317-33.0% | $146,958-53.8% | $74,495-8.9% |
| Participation rate | 58.0% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.2pp |
| Annual return | 26.68% | 8730.91%-8704.2pp | 418.34%-391.7pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $1,751 | $3,810-54.1% | $4,933-64.5% | $2,623-33.3% |
| Participant deferral / active EE | $3,213 | $7,303-56.0% | $8,070-60.2% | $4,346-26.1% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |