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 | $62,056 | $99,079-37.4% | $77,999-20.4% | $273,961-77.3% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 6.54% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,573 | $3,308-52.4% | $2,470-36.3% | $4,869-67.7% |
| Participant deferral / active EE | $2,587 | $4,306-39.9% | $3,497-26.0% | $5,287-51.1% |
| Admin fee / account holder | $15 | $8,954-99.8% | $5,480-99.7% | $10,132-99.8% |