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 | $27,201 | $53,127-48.8% | $86,590-68.6% | $70,131-61.2% |
| Participation rate | 46.4% | 65.3%-18.9pp | 73.5%-27.1pp | 69.5%-23.1pp |
| Annual return | 45.71% | 27.66%+18.0pp | 964.84%-919.1pp | 73.14%-27.4pp |
| Employer contribution / active EE | $928 | $2,068-55.1% | $2,839-67.3% | $2,342-60.4% |
| Participant deferral / active EE | $2,071 | $2,696-23.2% | $3,609-42.6% | $3,332-37.8% |
| Admin fee / account holder | $179 | $3,585-95.0% | $4,906-96.3% | $4,645-96.1% |