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 | $37,174 | $69,515-46.5% | $86,874-57.2% | $85,850-56.7% |
| Participation rate | 32.2% | 66.3%-34.1pp | 71.6%-39.4pp | 69.3%-37.1pp |
| Annual return | 14.24% | 20.12%-5.9pp | 63.52%-49.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $775 | $1,880-58.8% | $2,495-68.9% | $2,565-69.8% |
| Participant deferral / active EE | $1,972 | $2,919-32.4% | $3,699-46.7% | $3,952-50.1% |
| Admin fee / account holder | $17 | $5,972-99.7% | $5,828-99.7% | $6,260-99.7% |