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 | $58,837 | $96,635-39.1% | $86,612-32.1% | $139,434-57.8% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 11.19% | 106.41%-95.2pp | 591.07%-579.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,705 | $3,263-47.7% | $3,022-43.6% | $4,751-64.1% |
| Participant deferral / active EE | $2,481 | $4,836-48.7% | $4,438-44.1% | $6,710-63.0% |
| Admin fee / account holder | $25 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |