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 | $50,866 | $100,901-49.6% | $75,670-32.8% | $147,584-65.5% |
| Participation rate | 26.7% | 77.1%-50.5pp | 72.3%-45.7pp | 82.8%-56.2pp |
| Annual return | 21.75% | 35.78%-14.0pp | 27.34%-5.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $586 | $3,253-82.0% | $2,352-75.1% | $4,876-88.0% |
| Participant deferral / active EE | $1,055 | $4,027-73.8% | $3,142-66.4% | $5,439-80.6% |
| Admin fee / account holder | $236 | $11,285-97.9% | $5,800-95.9% | $10,885-97.8% |