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 | $38,119 | $176,812-78.4% | $146,665-74.0% | $167,490-77.2% |
| Participation rate | 47.6% | 83.6%-36.0pp | 80.1%-32.5pp | 82.1%-34.5pp |
| Annual return | 14.49% | 24.03%-9.5pp | 22.74%-8.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,086 | $5,160-78.9% | $4,136-73.7% | $4,837-77.5% |
| Participant deferral / active EE | $4,113 | $6,440-36.1% | $5,506-25.3% | $6,341-35.1% |
| Admin fee / account holder | $252 | $13,259-98.1% | $10,280-97.5% | $12,309-98.0% |