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 | $36,042 | $106,515-66.2% | $96,683-62.7% | $139,434-74.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 28.37% | 38.43%-10.1pp | 35.69%-7.3pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,745 | $4,103-57.5% | $3,737-53.3% | $4,751-63.3% |
| Participant deferral / active EE | $6,393 | $5,454+17.2% | $4,878+31.1% | $6,710-4.7% |
| Admin fee / account holder | $61 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |