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 | $32,847 | $106,890-69.3% | $84,015-60.9% | $152,861-78.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 18.63% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $920 | $2,734-66.4% | $1,983-53.6% | $4,762-80.7% |
| Participant deferral / active EE | $1,507 | $4,011-62.4% | $3,239-53.5% | $5,850-74.2% |
| Admin fee / account holder | $45 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |