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 | $31,986 | $115,770-72.4% | $101,248-68.4% | $158,922-79.9% |
| Participation rate | 41.2% | 79.4%-38.2pp | 75.8%-34.6pp | 82.0%-40.8pp |
| Annual return | 19.82% | 56.14%-36.3pp | 46.47%-26.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,020 | $4,175-75.6% | $3,660-72.1% | $4,761-78.6% |
| Participant deferral / active EE | $1,984 | $4,957-60.0% | $4,370-54.6% | $5,982-66.8% |
| Admin fee / account holder | $107 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |