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 | $48,248 | $127,386-62.1% | $115,037-58.1% | $125,391-61.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,915 | $5,166-43.6% | $4,608-36.7% | $4,866-40.1% |
| Participant deferral / active EE | $5,508 | $6,423-14.3% | $6,026-8.6% | $5,352+2.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |