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 | $61,314 | $81,632-24.9% | $70,449-13.0% | $158,922-61.4% |
| Participation rate | 58.3% | 77.7%-19.4pp | 75.1%-16.7pp | 82.0%-23.6pp |
| Annual return | 17.02% | 208.40%-191.4pp | 109.03%-92.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $633 | $3,217-80.3% | $2,737-76.9% | $4,761-86.7% |
| Participant deferral / active EE | $2,827 | $4,554-37.9% | $3,709-23.8% | $5,982-52.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |