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 | $15,224 | $96,635-84.2% | $86,612-82.4% | $139,434-89.1% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 15.11% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $678 | $3,263-79.2% | $3,022-77.6% | $4,751-85.7% |
| Participant deferral / active EE | $2,289 | $4,836-52.7% | $4,438-48.4% | $6,710-65.9% |
| Admin fee / account holder | $268 | $6,408-95.8% | $5,614-95.2% | $11,403-97.7% |