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 | $11,649 | $109,327-89.3% | $89,391-87.0% | $158,922-92.7% |
| Participation rate | 45.0% | 74.3%-29.3pp | 68.0%-23.0pp | 82.0%-37.0pp |
| Annual return | 10.65% | 345.68%-335.0pp | 245.62%-235.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $614 | $3,170-80.6% | $2,586-76.3% | $4,761-87.1% |
| Participant deferral / active EE | $1,243 | $4,598-73.0% | $3,890-68.1% | $5,982-79.2% |
| Admin fee / account holder | $143 | $6,153-97.7% | $4,881-97.1% | $11,246-98.7% |