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 | $37,667 | $210,648-82.1% | $177,989-78.8% | $145,922-74.2% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 16.10% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,379 | $4,565-69.8% | $3,949-65.1% | $4,660-70.4% |
| Participant deferral / active EE | $2,393 | $6,958-65.6% | $6,276-61.9% | $6,688-64.2% |
| Admin fee / account holder | $141 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |