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 | $59,125 | $112,881-47.6% | $90,951-35.0% | $158,922-62.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 16.54% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $613 | $2,893-78.8% | $2,122-71.1% | $4,761-87.1% |
| Participant deferral / active EE | $2,916 | $4,128-29.4% | $3,373-13.6% | $5,982-51.3% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |