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 | $42,845 | $63,346-32.4% | $92,233-53.5% | $70,131-38.9% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 19.28% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,382 | $2,854+18.5% | $3,897-13.2% | $3,332+1.5% |
| Admin fee / account holder | $8 | $3,840-99.8% | $5,194-99.8% | $4,645-99.8% |