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 | $41,565 | $112,881-63.2% | $90,951-54.3% | $158,922-73.8% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 15.11% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $902 | $2,893-68.8% | $2,122-57.5% | $4,761-81.0% |
| Participant deferral / active EE | $1,395 | $4,128-66.2% | $3,373-58.6% | $5,982-76.7% |
| Admin fee / account holder | $168 | $8,041-97.9% | $5,959-97.2% | $11,246-98.5% |