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 | $66,564 | $112,881-41.0% | $90,951-26.8% | $158,922-58.1% |
| Participation rate | 47.1% | 74.7%-27.7pp | 69.0%-22.0pp | 82.0%-34.9pp |
| Annual return | 18.51% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,003 | $2,893-30.8% | $2,122-5.6% | $4,761-57.9% |
| Participant deferral / active EE | $1,399 | $4,128-66.1% | $3,373-58.5% | $5,982-76.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |