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 | $95,260 | $176,377-46.0% | $134,143-29.0% | $158,922-40.1% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 42.09% | 63.63%-21.5pp | 36.33%+5.8pp | 302.83%-260.7pp |
| Employer contribution / active EE | $1,043 | $5,040-79.3% | $3,704-71.8% | $4,761-78.1% |
| Participant deferral / active EE | $3,125 | $4,091-23.6% | $3,499-10.7% | $5,982-47.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |