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 | $27,928 | $98,750-71.7% | $149,696-81.3% | $79,858-65.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 22.17% | 27.43%-5.3pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,155 | $3,216-33.0% | $4,644-53.6% | $2,471-12.8% |
| Participant deferral / active EE | $2,770 | $5,680-51.2% | $6,842-59.5% | $3,740-25.9% |
| Admin fee / account holder | $188 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |