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 | $54,842 | $117,381-53.3% | $99,443-44.9% | $152,861-64.1% |
| Participation rate | 28.6% | 77.5%-49.0pp | 73.8%-45.3pp | 82.4%-53.9pp |
| Annual return | 27.71% | 31.87%-4.2pp | 30.72%-3.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $4,518 | $3,013+50.0% | $2,540+77.9% | $4,762-5.1% |
| Participant deferral / active EE | $2,714 | $4,086-33.6% | $3,619-25.0% | $5,850-53.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |