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 | $65,056 | $89,355-27.2% | $141,162-53.9% | $72,985-10.9% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.2pp | 69.5%-14.3pp |
| Annual return | 28.23% | 111.85%-83.6pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,360 | $5,418+91.2% | $6,709+54.4% | $3,607+187.2% |
| Admin fee / account holder | $193 | $5,958-96.8% | $10,261-98.1% | $5,124-96.2% |