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 | $70,040 | $89,753-22.0% | $107,525-34.9% | $84,808-17.4% |
| Participation rate | 52.1% | 68.1%-16.0pp | 75.1%-23.0pp | 68.3%-16.2pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,164 | $3,113-30.5% | $3,754-42.3% | $2,631-17.8% |
| Participant deferral / active EE | $3,976 | $4,056-2.0% | $5,116-22.3% | $4,212-5.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |