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 | $31,465 | $227,553-86.2% | $189,557-83.4% | $167,490-81.2% |
| Participation rate | 68.4% | 82.5%-14.1pp | 78.4%-10.0pp | 82.1%-13.7pp |
| Annual return | 9.71% | 78.40%-68.7pp | 64.17%-54.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,803 | $5,316-66.1% | $4,412-59.1% | $4,837-62.7% |
| Participant deferral / active EE | $5,218 | $7,002-25.5% | $6,174-15.5% | $6,341-17.7% |
| Admin fee / account holder | $287 | $11,878-97.6% | $9,807-97.1% | $12,309-97.7% |