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 7-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 | $42,549 | $99,079-57.1% | $77,999-45.4% | $273,961-84.5% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 9.93% | 217.93%-208.0pp | 425.96%-416.0pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,404 | $3,308-57.6% | $2,470-43.2% | $4,869-71.2% |
| Participant deferral / active EE | $3,024 | $4,306-29.8% | $3,497-13.5% | $5,287-42.8% |
| Admin fee / account holder | $270 | $8,954-97.0% | $5,480-95.1% | $10,132-97.3% |