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 | $22,469 | $90,503-75.2% | $78,689-71.4% | $273,961-91.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 17.82% | 75.60%-57.8pp | 62.18%-44.4pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,071 | $3,176-66.3% | $2,851-62.4% | $4,869-78.0% |
| Participant deferral / active EE | $3,527 | $3,901-9.6% | $3,517+0.3% | $5,287-33.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |