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 | $28,628 | $53,516-46.5% | $126,539-77.4% | $84,808-66.2% |
| Participation rate | 41.9% | 58.2%-16.3pp | 69.8%-27.9pp | 68.3%-26.4pp |
| Annual return | 19.20% | 58.34%-39.1pp | 425.95%-406.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $927 | $1,535-39.6% | $3,674-74.8% | $2,631-64.8% |
| Participant deferral / active EE | $1,066 | $2,671-60.1% | $4,083-73.9% | $4,212-74.7% |
| Admin fee / account holder | $19 | $4,497-99.6% | $6,065-99.7% | $7,344-99.7% |