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 | $32,038 | $95,416-66.4% | $185,823-82.8% | $85,850-62.7% |
| Participation rate | 46.2% | 68.8%-22.6pp | 81.7%-35.5pp | 69.3%-23.2pp |
| Annual return | 13.69% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.8pp |
| Employer contribution / active EE | $470 | $3,314-85.8% | $5,167-90.9% | $2,565-81.7% |
| Participant deferral / active EE | $1,444 | $3,423-57.8% | $5,568-74.1% | $3,952-63.4% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |