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 7-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 | $54,524 | $114,381-52.3% | $107,525-49.3% | $142,382-61.7% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,071 | $4,015-73.3% | $3,754-71.5% | $4,299-75.1% |
| Participant deferral / active EE | $1,987 | $5,564-64.3% | $5,116-61.2% | $6,507-69.5% |
| Admin fee / account holder | $299 | $9,860-97.0% | $8,919-96.6% | $12,624-97.6% |