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 | $78,219 | $157,256-50.3% | $141,162-44.6% | $152,861-48.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 17.14% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,271 | $5,261-75.8% | $4,735-73.2% | $4,762-73.3% |
| Participant deferral / active EE | $4,641 | $7,109-34.7% | $6,709-30.8% | $5,850-20.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |