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 | $62,722 | $90,503-30.7% | $78,689-20.3% | $273,961-77.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.24% | 75.60%-67.4pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,388 | $3,176-24.8% | $2,851-16.2% | $4,869-51.0% |
| Participant deferral / active EE | $8,000 | $3,901+105.1% | $3,517+127.5% | $5,287+51.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |