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 7-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 | $57,736 | $48,795+18.3% | $65,493-11.8% | $84,808-31.9% |
| Participation rate | 55.6% | 67.0%-11.4pp | 73.1%-17.5pp | 68.3%-12.8pp |
| Annual return | 16.76% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,005 | $1,930-47.9% | $2,574-61.0% | $2,631-61.8% |
| Participant deferral / active EE | $1,038 | $2,928-64.6% | $3,961-73.8% | $4,212-75.4% |
| Admin fee / account holder | $286 | $3,877-92.6% | $5,028-94.3% | $7,344-96.1% |