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 | $36,386 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 29.65% | 56.14%-26.5pp | 46.47%-16.8pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,830 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $4,245 | $4,957-14.4% | $4,370-2.9% | $5,982-29.0% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |