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 | $23,368 | $70,475-66.8% | $100,516-76.8% | $79,858-70.7% |
| Participation rate | 43.5% | 73.7%-30.2pp | 79.4%-35.9pp | 69.6%-26.2pp |
| Annual return | 49.94% | 21.90%+28.0pp | 30.89%+19.0pp | 31.71%+18.2pp |
| Employer contribution / active EE | $700 | $2,165-67.7% | $3,418-79.5% | $2,471-71.7% |
| Participant deferral / active EE | $2,980 | $5,181-42.5% | $6,270-52.5% | $3,740-20.3% |
| Admin fee / account holder | $88 | $4,478-98.0% | $8,081-98.9% | $5,306-98.3% |