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 | $44,345 | $109,327-59.4% | $89,391-50.4% | $158,922-72.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.80% | 345.68%-327.9pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,664 | $3,170-47.5% | $2,586-35.7% | $4,761-65.1% |
| Participant deferral / active EE | $1,914 | $4,598-58.4% | $3,890-50.8% | $5,982-68.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |