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 | $23,075 | $148,534-84.5% | $135,903-83.0% | $139,434-83.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 26.24% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,003 | $5,243-61.8% | $4,856-58.8% | $4,751-57.8% |
| Participant deferral / active EE | $3,712 | $8,100-54.2% | $7,758-52.2% | $6,710-44.7% |
| Admin fee / account holder | $88 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |