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 | $38,197 | $108,172-64.7% | $77,482-50.7% | $158,922-76.0% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 21.11% | 31.67%-10.6pp | 54.79%-33.7pp | 302.83%-281.7pp |
| Employer contribution / active EE | $642 | $1,325-51.5% | $986-34.9% | $4,761-86.5% |
| Participant deferral / active EE | $1,101 | $2,456-55.2% | $1,861-40.8% | $5,982-81.6% |
| Admin fee / account holder | $266 | $3,708-92.8% | $2,858-90.7% | $11,246-97.6% |