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 9-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 | $73,563 | $104,664-29.7% | $85,682-14.1% | $167,490-56.1% |
| Participation rate | 22.2% | 76.4%-54.1pp | 69.9%-47.6pp | 82.1%-59.9pp |
| Annual return | 18.28% | 21.45%-3.2pp | 21.49%-3.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,361 | $3,337-59.2% | $2,618-48.0% | $4,837-71.9% |
| Participant deferral / active EE | $2,643 | $4,824-45.2% | $3,923-32.6% | $6,341-58.3% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |