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 | $33,635 | $107,334-68.7% | $92,893-63.8% | $152,861-78.0% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 22.21% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $957 | $4,221-77.3% | $3,653-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $4,351 | $4,845-10.2% | $4,236+2.7% | $5,850-25.6% |
| Admin fee / account holder | $170 | $7,079-97.6% | $5,794-97.1% | $11,596-98.5% |