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 | $50,966 | $102,616-50.3% | $81,983-37.8% | $158,922-67.9% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.2%-5.0pp | 82.0%-17.7pp |
| Annual return | 16.31% | 61.04%-44.7pp | 41.31%-25.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,638 | $3,240-18.6% | $2,498+5.6% | $4,761-44.6% |
| Participant deferral / active EE | $1,238 | $4,648-73.4% | $3,722-66.7% | $5,982-79.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |