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 | $34,581 | $144,119-76.0% | $117,854-70.7% | $147,584-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 15.32% | 531.15%-515.8pp | 335.08%-319.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $933 | $4,896-80.9% | $3,786-75.4% | $4,876-80.9% |
| Participant deferral / active EE | $7,292 | $5,316+37.2% | $4,482+62.7% | $5,439+34.1% |
| Admin fee / account holder | $94 | $10,886-99.1% | $8,020-98.8% | $10,885-99.1% |