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 | $32,548 | $85,202-61.8% | $172,739-81.2% | $72,985-55.4% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 24.18% | 27.32%-3.1pp | 802.84%-778.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $817 | $3,324-75.4% | $5,143-84.1% | $2,440-66.5% |
| Participant deferral / active EE | $1,700 | $3,260-47.9% | $5,198-67.3% | $3,607-52.9% |
| Admin fee / account holder | $189 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |