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 | $73,454 | $102,317-28.2% | $146,958-50.0% | $80,856-9.2% |
| Participation rate | 62.2% | 75.8%-13.7pp | 82.2%-20.0pp | 67.6%-5.5pp |
| Annual return | 19.38% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $2,652 | $3,713-28.6% | $4,933-46.2% | $2,755-3.7% |
| Participant deferral / active EE | $5,551 | $6,644-16.4% | $8,070-31.2% | $4,296+29.2% |
| Admin fee / account holder | $270 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |