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 | $35,536 | $115,770-69.3% | $101,248-64.9% | $158,922-77.6% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 19.14% | 56.14%-37.0pp | 46.47%-27.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,460 | $4,175-65.0% | $3,660-60.1% | $4,761-69.3% |
| Participant deferral / active EE | $3,995 | $4,957-19.4% | $4,370-8.6% | $5,982-33.2% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |