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 | $30,953 | $117,983-73.8% | $101,794-69.6% | $142,382-78.3% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.2%-7.6pp | 80.1%-18.6pp |
| Annual return | 14.83% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,083 | $2,773-24.9% | $2,289-9.0% | $4,299-51.5% |
| Participant deferral / active EE | $4,756 | $4,714+0.9% | $4,084+16.4% | $6,507-26.9% |
| Admin fee / account holder | $179 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |