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 | $27,126 | $98,240-72.4% | $82,313-67.0% | $147,584-81.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 21.82% | 30.85%-9.0pp | 25.88%-4.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $634 | $3,192-80.1% | $2,428-73.9% | $4,876-87.0% |
| Participant deferral / active EE | $2,298 | $4,383-47.6% | $3,706-38.0% | $5,439-57.7% |
| Admin fee / account holder | $54 | $8,563-99.4% | $5,608-99.0% | $10,885-99.5% |