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 | $21,069 | $150,187-86.0% | $120,354-82.5% | $145,922-85.6% |
| Participation rate | 38.9% | 78.8%-39.9pp | 71.9%-33.0pp | 80.3%-41.4pp |
| Annual return | 10.46% | 154.07%-143.6pp | 107.15%-96.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $878 | $4,348-79.8% | $3,463-74.7% | $4,660-81.2% |
| Participant deferral / active EE | $2,416 | $6,173-60.9% | $4,991-51.6% | $6,688-63.9% |
| Admin fee / account holder | $268 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |