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 | $42,415 | $115,770-63.4% | $101,248-58.1% | $158,922-73.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 9.31% | 56.14%-46.8pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,179 | $4,175-23.9% | $3,660-13.1% | $4,761-33.2% |
| Participant deferral / active EE | $3,268 | $4,957-34.1% | $4,370-25.2% | $5,982-45.4% |
| Admin fee / account holder | $18 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |