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 | $68,062 | $131,829-48.4% | $108,579-37.3% | $273,961-75.2% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.6%-57.3pp | 83.0%-60.8pp |
| Annual return | 10.78% | -91.57%+102.3pp | -51.70%+62.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,078 | $4,912-37.3% | $3,758-18.1% | $4,869-36.8% |
| Participant deferral / active EE | $3,513 | $5,127-31.5% | $4,311-18.5% | $5,287-33.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |