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 | $39,458 | $96,484-59.1% | $75,886-48.0% | $152,861-74.2% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.3%-8.2pp | 82.4%-21.3pp |
| Annual return | 24.34% | 33.98%-9.6pp | 30.76%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,257 | $4,553-50.4% | $3,603-37.4% | $5,850-61.4% |
| Admin fee / account holder | $10 | $8,078-99.9% | $5,418-99.8% | $11,596-99.9% |