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 | $38,635 | $74,888-48.4% | $71,209-45.7% | $142,382-72.9% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.1%-27.2pp |
| Annual return | 14.75% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $843 | $2,854-70.5% | $2,721-69.0% | $4,299-80.4% |
| Participant deferral / active EE | $2,730 | $4,454-38.7% | $4,175-34.6% | $6,507-58.0% |
| Admin fee / account holder | $240 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |