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 | $71,260 | $78,422-9.1% | $95,952-25.7% | $79,858-10.8% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.8pp | 69.6%-6.4pp |
| Annual return | 43.14% | 19.37%+23.8pp | 91.61%-48.5pp | 31.71%+11.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,057 | $3,440-11.1% | $4,167-26.6% | $3,740-18.3% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |