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 | $40,874 | $104,974-61.1% | $95,585-57.2% | $142,382-71.3% |
| Participation rate | 22.2% | 75.0%-52.7pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 10.85% | 210.33%-199.5pp | 38.56%-27.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $620 | $2,779-77.7% | $2,527-75.5% | $4,299-85.6% |
| Participant deferral / active EE | $1,689 | $4,352-61.2% | $4,023-58.0% | $6,507-74.0% |
| Admin fee / account holder | $34 | $6,386-99.5% | $6,127-99.4% | $12,624-99.7% |