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 | $23,404 | $106,890-78.1% | $84,015-72.1% | $152,861-84.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 26.48% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $651 | $2,734-76.2% | $1,983-67.2% | $4,762-86.3% |
| Participant deferral / active EE | $1,714 | $4,011-57.3% | $3,239-47.1% | $5,850-70.7% |
| Admin fee / account holder | $193 | $8,285-97.7% | $6,101-96.8% | $11,596-98.3% |