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 | $26,929 | $85,202-68.4% | $172,739-84.4% | $72,985-63.1% |
| Participation rate | 30.6% | 70.1%-39.4pp | 82.6%-52.0pp | 69.5%-38.8pp |
| Annual return | 22.77% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $430 | $3,324-87.1% | $5,143-91.6% | $2,440-82.4% |
| Participant deferral / active EE | $1,058 | $3,260-67.5% | $5,198-79.6% | $3,607-70.7% |
| Admin fee / account holder | $26 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |