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 | $36,558 | $85,202-57.1% | $172,739-78.8% | $72,985-49.9% |
| Participation rate | 69.1% | 70.1%-1.0pp | 82.6%-13.6pp | 69.5%-0.4pp |
| Annual return | 31.94% | 27.32%+4.6pp | 802.84%-770.9pp | 81.00%-49.1pp |
| Employer contribution / active EE | $2,421 | $3,324-27.2% | $5,143-52.9% | $2,440-0.8% |
| Participant deferral / active EE | $4,874 | $3,260+49.5% | $5,198-6.2% | $3,607+35.1% |
| Admin fee / account holder | $272 | $5,884-95.4% | $13,954-98.1% | $5,124-94.7% |