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 | $43,838 | $99,341-55.9% | $84,750-48.3% | $273,961-84.0% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 14.94% | 22.93%-8.0pp | 22.78%-7.8pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,289 | $4,214-69.4% | $3,574-63.9% | $4,869-73.5% |
| Participant deferral / active EE | $5,920 | $4,269+38.7% | $3,712+59.5% | $5,287+12.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |