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 5-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 | $32,734 | $70,606-53.6% | $53,898-39.3% | $142,382-77.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 17.23% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,123 | $1,202-6.6% | $932+20.5% | $4,299-73.9% |
| Participant deferral / active EE | $1,649 | $2,364-30.2% | $1,826-9.7% | $6,507-74.7% |
| Admin fee / account holder | $21 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |