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 | $32,126 | $84,233-61.9% | $170,442-81.2% | $70,131-54.2% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 18.79% | 23.06%-4.3pp | 205.93%-187.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $470 | $3,387-86.1% | $5,433-91.3% | $2,342-79.9% |
| Participant deferral / active EE | $2,627 | $3,086-14.9% | $4,939-46.8% | $3,332-21.2% |
| Admin fee / account holder | $40 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |