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 | $36,774 | $112,096-67.2% | $95,952-61.7% | $158,922-76.9% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 15.48% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $935 | $3,198-70.8% | $2,541-63.2% | $4,761-80.4% |
| Participant deferral / active EE | $2,191 | $4,784-54.2% | $4,167-47.4% | $5,982-63.4% |
| Admin fee / account holder | $159 | $10,130-98.4% | $6,795-97.7% | $11,246-98.6% |