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 | $31,205 | $96,484-67.7% | $75,886-58.9% | $152,861-79.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 18.58% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $521 | $3,309-84.3% | $2,500-79.2% | $4,762-89.1% |
| Participant deferral / active EE | $2,544 | $4,553-44.1% | $3,603-29.4% | $5,850-56.5% |
| Admin fee / account holder | $186 | $8,078-97.7% | $5,418-96.6% | $11,596-98.4% |