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 | $72,310 | $103,376-30.1% | $87,100-17.0% | $152,861-52.7% |
| Participation rate | 41.2% | 79.3%-38.2pp | 76.9%-35.7pp | 82.4%-41.3pp |
| Annual return | 16.92% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,593 | $3,220-50.5% | $2,521-36.8% | $4,762-66.6% |
| Participant deferral / active EE | $3,980 | $4,778-16.7% | $4,049-1.7% | $5,850-32.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |