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 7-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 | $39,031 | $99,877-60.9% | $84,966-54.1% | $145,922-73.3% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 12.71% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,986 | $3,231-38.6% | $2,727-27.2% | $4,660-57.4% |
| Participant deferral / active EE | $3,640 | $5,291-31.2% | $4,519-19.5% | $6,688-45.6% |
| Admin fee / account holder | $175 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |