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 | $11,944 | $85,022-86.0% | $70,515-83.1% | $139,434-91.4% |
| Participation rate | 56.3% | 73.9%-17.7pp | 68.3%-12.1pp | 80.3%-24.1pp |
| Annual return | 25.81% | 30.38%-4.6pp | 32.77%-7.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $632 | $3,909-83.8% | $2,973-78.7% | $4,751-86.7% |
| Participant deferral / active EE | $2,084 | $5,890-64.6% | $4,567-54.4% | $6,710-68.9% |
| Admin fee / account holder | $50 | $8,906-99.4% | $6,412-99.2% | $11,403-99.6% |