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 | $58,599 | $109,327-46.4% | $89,391-34.4% | $158,922-63.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 13.14% | 345.68%-332.5pp | 245.62%-232.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $873 | $3,170-72.5% | $2,586-66.2% | $4,761-81.7% |
| Participant deferral / active EE | $5,585 | $4,598+21.5% | $3,890+43.6% | $5,982-6.6% |
| Admin fee / account holder | $47 | $6,153-99.2% | $4,881-99.0% | $11,246-99.6% |