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 | $29,413 | $115,770-74.6% | $101,248-71.0% | $158,922-81.5% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 14.55% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,158 | $4,175-72.3% | $3,660-68.3% | $4,761-75.7% |
| Participant deferral / active EE | $2,151 | $4,957-56.6% | $4,370-50.8% | $5,982-64.0% |
| Admin fee / account holder | $236 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |