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 | $53,802 | $112,881-52.3% | $90,951-40.8% | $158,922-66.1% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 20.51% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $930 | $2,893-67.9% | $2,122-56.2% | $4,761-80.5% |
| Participant deferral / active EE | $4,629 | $4,128+12.1% | $3,373+37.2% | $5,982-22.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |