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 | $86,511 | $121,625-28.9% | $104,607-17.3% | $158,922-45.6% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 11.53% | 465.26%-453.7pp | 340.46%-328.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,280 | $3,163-59.5% | $2,681-52.3% | $4,761-73.1% |
| Participant deferral / active EE | $3,191 | $4,177-23.6% | $3,740-14.7% | $5,982-46.7% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |