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 5-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 | $48,463 | $89,753-46.0% | $107,525-54.9% | $84,808-42.9% |
| Participation rate | 28.9% | 68.1%-39.1pp | 75.1%-46.1pp | 68.3%-39.4pp |
| Annual return | 59.84% | 29.48%+30.4pp | 181.32%-121.5pp | 40.90%+18.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,916 | $4,056-28.1% | $5,116-43.0% | $4,212-30.8% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |