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 | $43,148 | $118,427-63.6% | $66,042-34.7% | $142,382-69.7% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 22.65% | 35.57%-12.9pp | 52.11%-29.5pp | 217.08%-194.4pp |
| Employer contribution / active EE | $766 | $2,570-70.2% | $1,579-51.5% | $4,299-82.2% |
| Participant deferral / active EE | $2,769 | $4,311-35.8% | $2,835-2.3% | $6,507-57.4% |
| Admin fee / account holder | $9 | $9,593-99.9% | $5,747-99.8% | $12,624-99.9% |