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 | $44,676 | $118,427-62.3% | $66,042-32.4% | $142,382-68.6% |
| Participation rate | 40.0% | 68.1%-28.1pp | 67.5%-27.5pp | 80.1%-40.1pp |
| Annual return | 18.36% | 35.57%-17.2pp | 52.11%-33.8pp | 217.08%-198.7pp |
| Employer contribution / active EE | $540 | $2,570-79.0% | $1,579-65.8% | $4,299-87.4% |
| Participant deferral / active EE | $1,756 | $4,311-59.3% | $2,835-38.1% | $6,507-73.0% |
| Admin fee / account holder | $7 | $9,593-99.9% | $5,747-99.9% | $12,624-99.9% |