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 7-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 | $36,800 | $106,890-65.6% | $84,015-56.2% | $152,861-75.9% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 24.58% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $948 | $2,734-65.3% | $1,983-52.2% | $4,762-80.1% |
| Participant deferral / active EE | $6,442 | $4,011+60.6% | $3,239+98.9% | $5,850+10.1% |
| Admin fee / account holder | $92 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |