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 | $57,466 | $111,754-48.6% | $103,333-44.4% | $145,922-60.6% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 14.03% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,309 | $4,212-68.9% | $3,868-66.2% | $4,660-71.9% |
| Participant deferral / active EE | $2,601 | $5,619-53.7% | $5,057-48.6% | $6,688-61.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |