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 | $24,571 | $96,635-74.6% | $86,612-71.6% | $139,434-82.4% |
| Participation rate | 47.8% | 74.4%-26.6pp | 71.7%-23.9pp | 80.3%-32.5pp |
| Annual return | 21.95% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,179 | $3,263-63.9% | $3,022-61.0% | $4,751-75.2% |
| Participant deferral / active EE | $2,760 | $4,836-42.9% | $4,438-37.8% | $6,710-58.9% |
| Admin fee / account holder | $84 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |