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 | $24,843 | $53,516-53.6% | $126,539-80.4% | $84,808-70.7% |
| Participation rate | 40.0% | 58.2%-18.2pp | 69.8%-29.8pp | 68.3%-28.3pp |
| Annual return | 15.51% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $285 | $1,535-81.4% | $3,674-92.2% | $2,631-89.2% |
| Participant deferral / active EE | $967 | $2,671-63.8% | $4,083-76.3% | $4,212-77.1% |
| Admin fee / account holder | $249 | $4,497-94.5% | $6,065-95.9% | $7,344-96.6% |