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 | $51,186 | $152,587-66.5% | $125,175-59.1% | $152,861-66.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 23.29% | 54.84%-31.5pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,810 | $4,946-63.4% | $3,865-53.2% | $4,762-62.0% |
| Participant deferral / active EE | $2,531 | $5,868-56.9% | $4,937-48.7% | $5,850-56.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |