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 | $65,746 | $73,933-11.1% | $96,683-32.0% | $75,163-12.5% |
| Participation rate | 40.8% | 66.4%-25.6pp | 74.3%-33.5pp | 67.2%-26.4pp |
| Annual return | 20.37% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,509 | $2,928-48.5% | $3,737-59.6% | $2,670-43.5% |
| Participant deferral / active EE | $2,710 | $3,659-25.9% | $4,878-44.4% | $4,125-34.3% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |