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 | $50,366 | $65,041-22.6% | $90,951-44.6% | $79,858-36.9% |
| Participation rate | 55.3% | 61.6%-6.3pp | 69.0%-13.7pp | 69.6%-14.4pp |
| Annual return | 18.63% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,377 | $1,247+90.6% | $2,122+12.0% | $2,471-3.8% |
| Participant deferral / active EE | $4,607 | $2,512+83.4% | $3,373+36.6% | $3,740+23.2% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |