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 4-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 | $47,636 | $109,413-56.5% | $156,263-69.5% | $84,808-43.8% |
| Participation rate | 36.2% | 72.7%-36.5pp | 78.9%-42.7pp | 68.3%-32.1pp |
| Annual return | 20.59% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,134 | $2,907-61.0% | $4,333-73.8% | $2,631-56.9% |
| Participant deferral / active EE | $2,349 | $4,590-48.8% | $6,158-61.9% | $4,212-44.2% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |