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 | $47,097 | $63,346-25.7% | $92,233-48.9% | $70,131-32.8% |
| Participation rate | 44.3% | 68.7%-24.4pp | 76.5%-32.2pp | 69.5%-25.2pp |
| Annual return | 14.72% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $758 | $2,471-69.3% | $3,679-79.4% | $2,342-67.6% |
| Participant deferral / active EE | $1,432 | $2,854-49.8% | $3,897-63.2% | $3,332-57.0% |
| Admin fee / account holder | $6 | $3,840-99.8% | $5,194-99.9% | $4,645-99.9% |