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 | $51,593 | $78,705-34.4% | $117,854-56.2% | $70,131-26.4% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.4pp | 69.5%-10.3pp |
| Annual return | 18.74% | 23.30%-4.6pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $575 | $2,223-74.2% | $3,786-84.8% | $2,342-75.5% |
| Participant deferral / active EE | $3,434 | $3,297+4.2% | $4,482-23.4% | $3,332+3.1% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |