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 | $36,906 | $78,422-52.9% | $95,952-61.5% | $79,858-53.8% |
| Participation rate | 54.5% | 73.5%-18.9pp | 77.1%-22.5pp | 69.6%-15.1pp |
| Annual return | 26.27% | 19.37%+6.9pp | 91.61%-65.3pp | 31.71%-5.4pp |
| Employer contribution / active EE | $1,142 | $1,945-41.3% | $2,541-55.1% | $2,471-53.8% |
| Participant deferral / active EE | $1,962 | $3,440-43.0% | $4,167-52.9% | $3,740-47.5% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |