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 | $33,726 | $63,346-46.8% | $92,233-63.4% | $70,131-51.9% |
| Participation rate | 56.0% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 24.33% | 530.12%-505.8pp | 176.28%-151.9pp | 73.14%-48.8pp |
| Employer contribution / active EE | $1,665 | $2,471-32.6% | $3,679-54.8% | $2,342-28.9% |
| Participant deferral / active EE | $2,828 | $2,854-0.9% | $3,897-27.4% | $3,332-15.1% |
| Admin fee / account holder | $209 | $3,840-94.6% | $5,194-96.0% | $4,645-95.5% |