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 | $30,661 | $70,428-56.5% | $96,562-68.2% | $85,850-64.3% |
| Participation rate | 58.3% | 61.8%-3.5pp | 69.8%-11.5pp | 69.3%-11.0pp |
| Annual return | 12.72% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $515 | $1,413-63.5% | $2,356-78.1% | $2,565-79.9% |
| Participant deferral / active EE | $1,382 | $2,894-52.2% | $3,849-64.1% | $3,952-65.0% |
| Admin fee / account holder | $66 | $4,997-98.7% | $6,181-98.9% | $6,260-98.9% |