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 | $30,381 | $83,477-63.6% | $125,175-75.7% | $72,985-58.4% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.5%-10.0pp |
| Annual return | 23.54% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,438 | $2,345-38.7% | $3,865-62.8% | $2,440-41.1% |
| Participant deferral / active EE | $2,706 | $3,585-24.5% | $4,937-45.2% | $3,607-25.0% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |