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 | $35,086 | $60,124-41.6% | $90,404-61.2% | $79,858-56.1% |
| Participation rate | 65.7% | 65.0%+0.7pp | 72.7%-7.0pp | 69.6%-3.9pp |
| Annual return | 23.52% | 71.94%-48.4pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,837 | $2,068-11.2% | $3,262-43.7% | $2,471-25.6% |
| Participant deferral / active EE | $3,594 | $2,938+22.3% | $3,963-9.3% | $3,740-3.9% |
| Admin fee / account holder | $103 | $3,976-97.4% | $5,611-98.2% | $5,306-98.1% |