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 5-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 | $32,612 | $105,126-69.0% | $94,646-65.5% | $139,434-76.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 21.49% | 38.03%-16.5pp | 156.71%-135.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,322 | $4,106-43.4% | $3,672-36.8% | $4,751-51.1% |
| Participant deferral / active EE | $2,903 | $7,599-61.8% | $7,418-60.9% | $6,710-56.7% |
| Admin fee / account holder | $113 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |