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 | $35,380 | $135,952-74.0% | $123,892-71.4% | $273,961-87.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 15.37% | 56.63%-41.3pp | 47.52%-32.1pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,957 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $10,538 | $6,343+66.1% | $5,984+76.1% | $5,287+99.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |