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 | $36,089 | $89,355-59.6% | $141,162-74.4% | $72,985-50.6% |
| Participation rate | 51.4% | 75.1%-23.8pp | 82.5%-31.1pp | 69.5%-18.1pp |
| Annual return | 118.38% | 111.85%+6.5pp | 71.39%+47.0pp | 81.00%+37.4pp |
| Employer contribution / active EE | $1,407 | $3,114-54.8% | $4,735-70.3% | $2,440-42.3% |
| Participant deferral / active EE | $3,264 | $5,418-39.7% | $6,709-51.3% | $3,607-9.5% |
| Admin fee / account holder | $17 | $5,958-99.7% | $10,261-99.8% | $5,124-99.7% |