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 | $71,839 | $99,652-27.9% | $78,778-8.8% | $147,584-51.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 13.78% | 47.28%-33.5pp | 35.62%-21.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $505 | $2,796-81.9% | $1,986-74.6% | $4,876-89.6% |
| Participant deferral / active EE | $962 | $3,664-73.7% | $2,958-67.5% | $5,439-82.3% |
| Admin fee / account holder | $278 | $7,155-96.1% | $5,134-94.6% | $10,885-97.4% |