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 | $71,014 | $74,888-5.2% | $71,209-0.3% | $142,382-50.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,428 | $2,854-50.0% | $2,721-47.5% | $4,299-66.8% |
| Participant deferral / active EE | $3,209 | $4,454-28.0% | $4,175-23.1% | $6,507-50.7% |
| Admin fee / account holder | $14 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |