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 | $40,505 | $87,540-53.7% | $75,781-46.5% | $125,391-67.7% |
| Participation rate | 21.7% | 80.2%-58.4pp | 75.8%-54.1pp | 83.2%-61.5pp |
| Annual return | 25.25% | 13.48%+11.8pp | 9.68%+15.6pp | 282.22%-257.0pp |
| Employer contribution / active EE | $669 | $3,930-83.0% | $3,323-79.9% | $4,866-86.2% |
| Participant deferral / active EE | $1,503 | $4,229-64.5% | $3,651-58.8% | $5,352-71.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |