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 | $30,622 | $109,982-72.2% | $97,226-68.5% | $145,922-79.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 13.09% | 242.90%-229.8pp | 75.13%-62.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $723 | $3,084-76.6% | $2,729-73.5% | $4,660-84.5% |
| Participant deferral / active EE | $1,806 | $4,676-61.4% | $4,264-57.6% | $6,688-73.0% |
| Admin fee / account holder | $18 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |