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 | $29,060 | $177,572-83.6% | $154,803-81.2% | $142,382-79.6% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 15.41% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $895 | $4,810-81.4% | $4,305-79.2% | $4,299-79.2% |
| Participant deferral / active EE | $2,110 | $6,272-66.4% | $5,540-61.9% | $6,507-67.6% |
| Admin fee / account holder | $288 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |