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 | $41,077 | $90,503-54.6% | $78,689-47.8% | $273,961-85.0% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 12.57% | 75.60%-63.0pp | 62.18%-49.6pp | 41.45%-28.9pp |
| Employer contribution / active EE | $537 | $3,176-83.1% | $2,851-81.2% | $4,869-89.0% |
| Participant deferral / active EE | $3,501 | $3,901-10.3% | $3,517-0.5% | $5,287-33.8% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |