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 | $49,063 | $197,825-75.2% | $155,790-68.5% | $125,391-60.9% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | 0.84% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,467 | $4,847-69.7% | $3,836-61.8% | $4,866-69.9% |
| Participant deferral / active EE | $4,107 | $5,630-27.0% | $4,797-14.4% | $5,352-23.3% |
| Admin fee / account holder | $16 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |