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 | $60,554 | $99,985-39.4% | $146,665-58.7% | $85,850-29.5% |
| Participation rate | 59.4% | 73.1%-13.7pp | 80.1%-20.7pp | 69.3%-9.9pp |
| Annual return | 19.87% | 18.93%+0.9pp | 22.74%-2.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,033 | $2,559-59.6% | $4,136-75.0% | $2,565-59.7% |
| Participant deferral / active EE | $2,676 | $4,006-33.2% | $5,506-51.4% | $3,952-32.3% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |