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 | $59,900 | $106,890-44.0% | $84,015-28.7% | $152,861-60.8% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 20.16% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,771 | $2,734-35.2% | $1,983-10.7% | $4,762-62.8% |
| Participant deferral / active EE | $2,964 | $4,011-26.1% | $3,239-8.5% | $5,850-49.3% |
| Admin fee / account holder | $38 | $8,285-99.5% | $6,101-99.4% | $11,596-99.7% |