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 | $46,336 | $102,616-54.8% | $81,983-43.5% | $158,922-70.8% |
| Participation rate | 54.5% | 75.5%-21.0pp | 69.2%-14.7pp | 82.0%-27.4pp |
| Annual return | 15.09% | 61.04%-46.0pp | 41.31%-26.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,360 | $3,240-27.2% | $2,498-5.5% | $4,761-50.4% |
| Participant deferral / active EE | $6,150 | $4,648+32.3% | $3,722+65.2% | $5,982+2.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |