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 | $59,994 | $69,207-13.3% | $64,056-6.3% | $139,434-57.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.49% | 45.88%-30.4pp | 33.69%-18.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $549 | $3,182-82.8% | $2,747-80.0% | $4,751-88.4% |
| Participant deferral / active EE | $1,459 | $4,682-68.8% | $3,880-62.4% | $6,710-78.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |