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 | $40,648 | $107,334-62.1% | $92,893-56.2% | $152,861-73.4% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 25.95% | 145.58%-119.6pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,130 | $4,221-49.5% | $3,653-41.7% | $4,762-55.3% |
| Participant deferral / active EE | $3,419 | $4,845-29.4% | $4,236-19.3% | $5,850-41.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |