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 | $38,449 | $108,642-64.6% | $74,701-48.5% | $152,861-74.8% |
| Participation rate | 43.5% | 65.3%-21.9pp | 54.5%-11.0pp | 82.4%-39.0pp |
| Annual return | 19.60% | 114.06%-94.5pp | 752.92%-733.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $538 | $1,503-64.2% | $1,084-50.4% | $4,762-88.7% |
| Participant deferral / active EE | $2,373 | $2,712-12.5% | $1,964+20.9% | $5,850-59.4% |
| Admin fee / account holder | $38 | $4,902-99.2% | $3,333-98.9% | $11,596-99.7% |