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 | $19,435 | $105,998-81.7% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 28.87% | 50.05%-21.2pp | 176.28%-147.4pp | 578.55%-549.7pp |
| Employer contribution / active EE | $933 | $4,333-78.5% | $3,679-74.7% | $4,876-80.9% |
| Participant deferral / active EE | $2,322 | $4,478-48.1% | $3,897-40.4% | $5,439-57.3% |
| Admin fee / account holder | $43 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |