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 | $69,638 | $101,069-31.1% | $81,478-14.5% | $147,584-52.8% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 20.67% | 32.40%-11.7pp | 38.78%-18.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,558 | $3,205-20.2% | $2,568-0.4% | $4,876-47.5% |
| Participant deferral / active EE | $3,856 | $4,242-9.1% | $3,537+9.0% | $5,439-29.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |