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 | $41,035 | $109,327-62.5% | $89,391-54.1% | $158,922-74.2% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 31.72% | 345.68%-314.0pp | 245.62%-213.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $1,866 | $3,170-41.1% | $2,586-27.8% | $4,761-60.8% |
| Participant deferral / active EE | $5,809 | $4,598+26.3% | $3,890+49.3% | $5,982-2.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |