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 | $42,747 | $106,890-60.0% | $84,015-49.1% | $152,861-72.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 24.87% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,345 | $2,734-50.8% | $1,983-32.2% | $4,762-71.8% |
| Participant deferral / active EE | $4,698 | $4,011+17.1% | $3,239+45.1% | $5,850-19.7% |
| Admin fee / account holder | $14 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |