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 | $59,344 | $107,334-44.7% | $92,893-36.1% | $152,861-61.2% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 24.18% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,041 | $4,221-75.3% | $3,653-71.5% | $4,762-78.1% |
| Participant deferral / active EE | $3,101 | $4,845-36.0% | $4,236-26.8% | $5,850-47.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |