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 | $42,471 | $159,602-73.4% | $150,045-71.7% | $142,382-70.2% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.3%-21.5pp | 80.1%-19.3pp |
| Annual return | 13.59% | 70.24%-56.6pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,203 | $4,961-55.6% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $3,933 | $8,310-52.7% | $7,997-50.8% | $6,507-39.6% |
| Admin fee / account holder | $295 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |