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 | $57,753 | $107,934-46.5% | $91,989-37.2% | $152,861-62.2% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 15.15% | 89.24%-74.1pp | 69.02%-53.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,411 | $4,210-66.5% | $3,452-59.1% | $4,762-70.4% |
| Participant deferral / active EE | $2,921 | $6,364-54.1% | $5,923-50.7% | $5,850-50.1% |
| Admin fee / account holder | $291 | $10,520-97.2% | $7,743-96.2% | $11,596-97.5% |