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 | $58,752 | $105,181-44.1% | $159,436-63.2% | $85,850-31.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 19.35% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,324 | $3,318-60.1% | $4,829-72.6% | $2,565-48.4% |
| Participant deferral / active EE | $2,525 | $5,945-57.5% | $7,352-65.7% | $3,952-36.1% |
| Admin fee / account holder | $160 | $6,933-97.7% | $10,799-98.5% | $6,260-97.4% |