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 | $35,777 | $99,877-64.2% | $84,966-57.9% | $145,922-75.5% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 20.52% | 83.76%-63.2pp | 66.38%-45.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,028 | $3,231-68.2% | $2,727-62.3% | $4,660-77.9% |
| Participant deferral / active EE | $1,338 | $5,291-74.7% | $4,519-70.4% | $6,688-80.0% |
| Admin fee / account holder | $15 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |