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 | $53,851 | $109,327-50.7% | $89,391-39.8% | $158,922-66.1% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 21.57% | 345.68%-324.1pp | 245.62%-224.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,430 | $3,170-54.9% | $2,586-44.7% | $4,761-70.0% |
| Participant deferral / active EE | $4,067 | $4,598-11.6% | $3,890+4.5% | $5,982-32.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |