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 | $27,197 | $106,890-74.6% | $84,015-67.6% | $152,861-82.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 10.10% | 104.99%-94.9pp | 71.31%-61.2pp | 345.32%-335.2pp |
| Employer contribution / active EE | $1,235 | $2,734-54.8% | $1,983-37.7% | $4,762-74.1% |
| Participant deferral / active EE | $4,195 | $4,011+4.6% | $3,239+29.5% | $5,850-28.3% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |