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 5-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 | $58,356 | $126,574-53.9% | $106,213-45.1% | $145,922-60.0% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.8pp |
| Annual return | 18.49% | 224.79%-206.3pp | 116.14%-97.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,403 | $5,724-5.6% | $5,016+7.7% | $6,688-19.2% |
| Admin fee / account holder | $19 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |