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 | $49,481 | $108,642-54.5% | $74,701-33.8% | $152,861-67.6% |
| Participation rate | 46.7% | 65.3%-18.7pp | 54.5%-7.8pp | 82.4%-35.8pp |
| Annual return | 23.42% | 114.06%-90.6pp | 752.92%-729.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,582 | $1,503+5.3% | $1,084+46.0% | $4,762-66.8% |
| Participant deferral / active EE | $4,284 | $2,712+57.9% | $1,964+118.1% | $5,850-26.8% |
| Admin fee / account holder | $63 | $4,902-98.7% | $3,333-98.1% | $11,596-99.5% |