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 | $53,614 | $106,890-49.8% | $84,015-36.2% | $152,861-64.9% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 20.74% | 104.99%-84.2pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $484 | $2,734-82.3% | $1,983-75.6% | $4,762-89.8% |
| Participant deferral / active EE | $2,333 | $4,011-41.8% | $3,239-28.0% | $5,850-60.1% |
| Admin fee / account holder | $46 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |