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 5-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 | $33,150 | $24,730+34.0% | $66,042-49.8% | $84,808-60.9% |
| Participation rate | 23.3% | 68.1%-44.8pp | 67.5%-44.3pp | 68.3%-45.1pp |
| Annual return | 22.00% | 79.55%-57.5pp | 52.11%-30.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $638 | $857-25.5% | $1,579-59.6% | $2,631-75.7% |
| Participant deferral / active EE | $1,776 | $1,737+2.2% | $2,835-37.4% | $4,212-57.8% |
| Admin fee / account holder | $89 | $3,014-97.1% | $5,747-98.5% | $7,344-98.8% |