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 | $76,906 | $127,777-39.8% | $106,548-27.8% | $167,490-54.1% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 17.66% | 33.87%-16.2pp | 26.80%-9.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,422 | $3,427-29.3% | $2,819-14.1% | $4,837-49.9% |
| Participant deferral / active EE | $4,247 | $5,087-16.5% | $4,398-3.4% | $6,341-33.0% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |