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 | $45,236 | $76,312-40.7% | $67,221-32.7% | $158,922-71.5% |
| Participation rate | 62.5% | 84.3%-21.8pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 13.56% | 22.77%-9.2pp | 20.72%-7.2pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,767 | $4,476-38.2% | $3,723-25.7% | $4,761-41.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,982-100.0% |
| Admin fee / account holder | $190 | $8,005-97.6% | $5,844-96.8% | $11,246-98.3% |