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 | $40,114 | $100,852-60.2% | $90,404-55.6% | $158,922-74.8% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 15.26% | 1724.20%-1708.9pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $842 | $3,689-77.2% | $3,262-74.2% | $4,761-82.3% |
| Participant deferral / active EE | $1,188 | $4,348-72.7% | $3,963-70.0% | $5,982-80.1% |
| Admin fee / account holder | $250 | $6,501-96.2% | $5,611-95.5% | $11,246-97.8% |