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 | $39,123 | $30,400+28.7% | $53,898-27.4% | $84,808-53.9% |
| Participation rate | 32.4% | 46.4%-14.0pp | 55.0%-22.5pp | 68.3%-35.9pp |
| Annual return | 16.58% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $836 | $603+38.7% | $932-10.3% | $2,631-68.2% |
| Participant deferral / active EE | $2,347 | $1,199+95.8% | $1,826+28.5% | $4,212-44.3% |
| Admin fee / account holder | $242 | $1,993-87.9% | $2,491-90.3% | $7,344-96.7% |