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 | $61,389 | $63,346-3.1% | $92,233-33.4% | $70,131-12.5% |
| Participation rate | 30.2% | 68.7%-38.4pp | 76.5%-46.2pp | 69.5%-39.3pp |
| Annual return | 24.39% | 530.12%-505.7pp | 176.28%-151.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,006 | $2,471-59.3% | $3,679-72.7% | $2,342-57.0% |
| Participant deferral / active EE | $2,006 | $2,854-29.7% | $3,897-48.5% | $3,332-39.8% |
| Admin fee / account holder | $7 | $3,840-99.8% | $5,194-99.9% | $4,645-99.8% |