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 | $43,230 | $85,766-49.6% | $136,294-68.3% | $70,131-38.4% |
| Participation rate | 32.0% | 74.2%-42.2pp | 81.9%-49.9pp | 69.5%-37.5pp |
| Annual return | 26.32% | 31.45%-5.1pp | 5155.94%-5129.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $3,254 | $2,966+9.7% | $4,695-30.7% | $2,342+38.9% |
| Participant deferral / active EE | $8,694 | $5,051+72.1% | $6,247+39.2% | $3,332+160.9% |
| Admin fee / account holder | $73 | $5,420-98.7% | $9,243-99.2% | $4,645-98.4% |