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 | $33,081 | $228,332-85.5% | $185,823-82.2% | $158,922-79.2% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 17.97% | 40.80%-22.8pp | 35.95%-18.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $910 | $4,967-81.7% | $4,087-77.7% | $4,761-80.9% |
| Participant deferral / active EE | $2,214 | $6,415-65.5% | $5,632-60.7% | $5,982-63.0% |
| Admin fee / account holder | $230 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |