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 9-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 | $23,984 | $65,365-63.3% | $92,893-74.2% | $72,985-67.1% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 45.40% | 42.10%+3.3pp | 109.41%-64.0pp | 81.00%-35.6pp |
| Employer contribution / active EE | $1,133 | $2,594-56.3% | $3,653-69.0% | $2,440-53.6% |
| Participant deferral / active EE | $2,314 | $3,128-26.0% | $4,236-45.4% | $3,607-35.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |