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 | $11,282 | $99,877-88.7% | $84,966-86.7% | $145,922-92.3% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.7pp |
| Annual return | 15.72% | 83.76%-68.0pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,034 | $3,231-68.0% | $2,727-62.1% | $4,660-77.8% |
| Participant deferral / active EE | $2,021 | $5,291-61.8% | $4,519-55.3% | $6,688-69.8% |
| Admin fee / account holder | $86 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |