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 | $18,037 | $109,327-83.5% | $89,391-79.8% | $158,922-88.7% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 25.12% | 345.68%-320.6pp | 245.62%-220.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $835 | $3,170-73.6% | $2,586-67.7% | $4,761-82.5% |
| Participant deferral / active EE | $1,274 | $4,598-72.3% | $3,890-67.3% | $5,982-78.7% |
| Admin fee / account holder | $139 | $6,153-97.7% | $4,881-97.2% | $11,246-98.8% |