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 | $29,722 | $109,327-72.8% | $89,391-66.8% | $158,922-81.3% |
| Participation rate | 18.8% | 74.3%-55.5pp | 68.0%-49.2pp | 82.0%-63.2pp |
| Annual return | 18.11% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $572 | $3,170-81.9% | $2,586-77.9% | $4,761-88.0% |
| Participant deferral / active EE | $1,531 | $4,598-66.7% | $3,890-60.6% | $5,982-74.4% |
| Admin fee / account holder | $79 | $6,153-98.7% | $4,881-98.4% | $11,246-99.3% |