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 | $50,542 | $107,934-53.2% | $91,989-45.1% | $152,861-66.9% |
| Participation rate | 68.8% | 81.2%-12.4pp | 78.6%-9.9pp | 82.4%-13.7pp |
| Annual return | 33.75% | 89.24%-55.5pp | 69.02%-35.3pp | 345.32%-311.6pp |
| Employer contribution / active EE | $1,723 | $4,210-59.1% | $3,452-50.1% | $4,762-63.8% |
| Participant deferral / active EE | $5,251 | $6,364-17.5% | $5,923-11.3% | $5,850-10.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |