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 | $47,392 | $69,207-31.5% | $64,056-26.0% | $139,434-66.0% |
| Participation rate | 43.5% | 75.6%-32.1pp | 72.3%-28.8pp | 80.3%-36.8pp |
| Annual return | 22.91% | 45.88%-23.0pp | 33.69%-10.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $590 | $3,182-81.5% | $2,747-78.5% | $4,751-87.6% |
| Participant deferral / active EE | $1,635 | $4,682-65.1% | $3,880-57.9% | $6,710-75.6% |
| Admin fee / account holder | $279 | $4,244-93.4% | $3,068-90.9% | $11,403-97.6% |