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 | $38,707 | $108,172-64.2% | $77,482-50.0% | $158,922-75.6% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 15.63% | 31.67%-16.0pp | 54.79%-39.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $256 | $1,325-80.6% | $986-74.0% | $4,761-94.6% |
| Participant deferral / active EE | $367 | $2,456-85.1% | $1,861-80.3% | $5,982-93.9% |
| Admin fee / account holder | $166 | $3,708-95.5% | $2,858-94.2% | $11,246-98.5% |