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 | $37,774 | $102,966-63.3% | $90,281-58.2% | $152,861-75.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 29.01% | 95.16%-66.2pp | 78.10%-49.1pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,820 | $3,139-42.0% | $2,854-36.2% | $4,762-61.8% |
| Participant deferral / active EE | $2,671 | $4,281-37.6% | $3,885-31.3% | $5,850-54.3% |
| Admin fee / account holder | $70 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |