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 5-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 | $30,907 | $90,348-65.8% | $75,972-59.3% | $145,922-78.8% |
| Participation rate | 52.6% | 74.5%-21.8pp | 69.1%-16.4pp | 80.3%-27.6pp |
| Annual return | 13.53% | 620.88%-607.3pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $885 | $3,311-73.3% | $2,685-67.0% | $4,660-81.0% |
| Participant deferral / active EE | $3,283 | $5,162-36.4% | $4,255-22.8% | $6,688-50.9% |
| Admin fee / account holder | $270 | $8,467-96.8% | $6,467-95.8% | $13,397-98.0% |