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 | $36,768 | $29,660+24.0% | $56,411-34.8% | $80,856-54.5% |
| Participation rate | 41.7% | 41.6%0pp | 52.5%-10.8pp | 67.6%-26.0pp |
| Annual return | 11.11% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $808 | $669+20.6% | $1,039-22.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,926 | $1,226+57.1% | $1,952-1.3% | $4,296-55.2% |
| Admin fee / account holder | $279 | $2,428-88.5% | $2,829-90.1% | $6,918-96.0% |