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 | $55,344 | $70,606-21.6% | $53,898+2.7% | $142,382-61.1% |
| Participation rate | 43.8% | 63.7%-20.0pp | 55.0%-11.2pp | 80.1%-36.4pp |
| Annual return | 17.80% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $440 | $1,202-63.4% | $932-52.8% | $4,299-89.8% |
| Participant deferral / active EE | $1,213 | $2,364-48.7% | $1,826-33.6% | $6,507-81.4% |
| Admin fee / account holder | $106 | $2,852-96.3% | $2,491-95.8% | $12,624-99.2% |