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 | $27,581 | $102,966-73.2% | $90,281-69.5% | $152,861-82.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 29.27% | 95.16%-65.9pp | 78.10%-48.8pp | 345.32%-316.1pp |
| Employer contribution / active EE | $882 | $3,139-71.9% | $2,854-69.1% | $4,762-81.5% |
| Participant deferral / active EE | $2,633 | $4,281-38.5% | $3,885-32.2% | $5,850-55.0% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |