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 | $36,212 | $85,022-57.4% | $70,515-48.6% | $139,434-74.0% |
| Participation rate | 63.2% | 73.9%-10.8pp | 68.3%-5.2pp | 80.3%-17.2pp |
| Annual return | 14.90% | 30.38%-15.5pp | 32.77%-17.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,503 | $3,909-61.6% | $2,973-49.5% | $4,751-68.4% |
| Participant deferral / active EE | $5,398 | $5,890-8.4% | $4,567+18.2% | $6,710-19.6% |
| Admin fee / account holder | $6 | $8,906-99.9% | $6,412-99.9% | $11,403-100.0% |