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 | $36,224 | $54,705-33.8% | $71,209-49.1% | $84,808-57.3% |
| Participation rate | 68.8% | 64.1%+4.7pp | 73.8%-5.0pp | 68.3%+0.4pp |
| Annual return | 15.11% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $806 | $2,158-62.6% | $2,721-70.4% | $2,631-69.4% |
| Participant deferral / active EE | $1,901 | $3,030-37.3% | $4,175-54.5% | $4,212-54.9% |
| Admin fee / account holder | $281 | $4,863-94.2% | $5,349-94.7% | $7,344-96.2% |