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 | $17,370 | $48,230-64.0% | $67,502-74.3% | $80,856-78.5% |
| Participation rate | 36.0% | 66.4%-30.4pp | 72.9%-36.9pp | 67.6%-31.6pp |
| Annual return | 16.13% | 18.28%-2.1pp | 3512.12%-3496.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $793 | $2,020-60.8% | $2,731-71.0% | $2,755-71.2% |
| Participant deferral / active EE | $1,340 | $2,924-54.2% | $4,000-66.5% | $4,296-68.8% |
| Admin fee / account holder | $38 | $3,681-99.0% | $3,998-99.0% | $6,918-99.5% |