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 | $84,178 | $96,635-12.9% | $86,612-2.8% | $139,434-39.6% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 13.00% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $357 | $3,263-89.1% | $3,022-88.2% | $4,751-92.5% |
| Participant deferral / active EE | $3,114 | $4,836-35.6% | $4,438-29.8% | $6,710-53.6% |
| Admin fee / account holder | $39 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |