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 | $38,011 | $144,119-73.6% | $117,854-67.7% | $147,584-74.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 19.51% | 531.15%-511.6pp | 335.08%-315.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,805 | $4,896-63.1% | $3,786-52.3% | $4,876-63.0% |
| Participant deferral / active EE | $3,510 | $5,316-34.0% | $4,482-21.7% | $5,439-35.5% |
| Admin fee / account holder | $42 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |