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 8-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 | $38,746 | $108,172-64.2% | $77,482-50.0% | $158,922-75.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 30.85% | 31.67%-0.8pp | 54.79%-23.9pp | 302.83%-272.0pp |
| Employer contribution / active EE | $589 | $1,325-55.6% | $986-40.3% | $4,761-87.6% |
| Participant deferral / active EE | $3,433 | $2,456+39.8% | $1,861+84.4% | $5,982-42.6% |
| Admin fee / account holder | $118 | $3,708-96.8% | $2,858-95.9% | $11,246-99.0% |