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 | $27,993 | $76,000-63.2% | $154,107-81.8% | $64,186-56.4% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | 7.67% | 30.32%-22.7pp | 735.12%-727.5pp | 7.63%0pp |
| Employer contribution / active EE | $982 | $3,351-70.7% | $5,298-81.5% | $2,381-58.8% |
| Participant deferral / active EE | $3,252 | $3,175+2.4% | $5,081-36.0% | $3,470-6.3% |
| Admin fee / account holder | $65 | $5,596-98.8% | $13,411-99.5% | $4,888-98.7% |