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 | $58,188 | $45,566+27.7% | $64,105-9.2% | $59,632-2.4% |
| Participation rate | 30.6% | 60.2%-29.6pp | 68.2%-37.6pp | 68.7%-38.1pp |
| Annual return | 2.66% | 4.95%-2.3pp | 791.24%-788.6pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $779 | $934-16.6% | $1,820-57.2% | $2,203-64.6% |
| Participant deferral / active EE | $1,468 | $2,057-28.6% | $2,822-48.0% | $3,192-54.0% |
| Admin fee / account holder | $32 | $3,268-99.0% | $4,499-99.3% | $4,297-99.2% |