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 | $27,219 | $108,642-74.9% | $74,701-63.6% | $152,861-82.2% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 29.43% | 114.06%-84.6pp | 752.92%-723.5pp | 345.32%-315.9pp |
| Employer contribution / active EE | $680 | $1,503-54.8% | $1,084-37.3% | $4,762-85.7% |
| Participant deferral / active EE | $1,127 | $2,712-58.5% | $1,964-42.6% | $5,850-80.7% |
| Admin fee / account holder | $192 | $4,902-96.1% | $3,333-94.2% | $11,596-98.3% |