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 | $18,486 | $57,354-67.8% | $83,848-78.0% | $64,186-71.2% |
| Participation rate | 53.1% | 68.6%-15.5pp | 76.1%-23.1pp | 69.6%-16.5pp |
| Annual return | 10.92% | 11.38%-0.5pp | 850.88%-840.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $646 | $2,545-74.6% | $3,631-82.2% | $2,381-72.8% |
| Participant deferral / active EE | $1,560 | $2,993-47.9% | $4,082-61.8% | $3,470-55.0% |
| Admin fee / account holder | $212 | $4,046-94.8% | $5,478-96.1% | $4,888-95.7% |