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 | $66,237 | $95,416-30.6% | $185,823-64.4% | $85,850-22.8% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 17.64% | 23.59%-5.9pp | 122.05%-104.4pp | 318.53%-300.9pp |
| Employer contribution / active EE | $953 | $3,314-71.3% | $5,167-81.6% | $2,565-62.9% |
| Participant deferral / active EE | $2,016 | $3,423-41.1% | $5,568-63.8% | $3,952-49.0% |
| Admin fee / account holder | $3 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |