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 | $44,005 | $108,172-59.3% | $77,482-43.2% | $158,922-72.3% |
| Participation rate | 43.8% | 64.4%-20.7pp | 54.2%-10.4pp | 82.0%-38.2pp |
| Annual return | 14.09% | 31.67%-17.6pp | 54.79%-40.7pp | 302.83%-288.7pp |
| Employer contribution / active EE | $385 | $1,325-70.9% | $986-61.0% | $4,761-91.9% |
| Participant deferral / active EE | $2,477 | $2,456+0.8% | $1,861+33.1% | $5,982-58.6% |
| Admin fee / account holder | $9 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |