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 | $51,257 | $91,037-43.7% | $71,671-28.5% | $147,584-65.3% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 15.18% | 20.48%-5.3pp | 20.65%-5.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,017 | $3,327-69.4% | $2,460-58.6% | $4,876-79.1% |
| Participant deferral / active EE | $2,874 | $4,498-36.1% | $3,438-16.4% | $5,439-47.2% |
| Admin fee / account holder | $74 | $8,613-99.1% | $5,558-98.7% | $10,885-99.3% |