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 | $30,994 | $73,515-57.8% | $62,995-50.8% | $147,584-79.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 14.62% | 175.43%-160.8pp | 87.57%-73.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $653 | $3,320-80.3% | $2,759-76.3% | $4,876-86.6% |
| Participant deferral / active EE | $1,463 | $4,185-65.0% | $3,329-56.1% | $5,439-73.1% |
| Admin fee / account holder | $21 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |