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 | $10,734 | $102,966-89.6% | $90,281-88.1% | $152,861-93.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 27.04% | 95.16%-68.1pp | 78.10%-51.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $555 | $3,139-82.3% | $2,854-80.6% | $4,762-88.4% |
| Participant deferral / active EE | $1,939 | $4,281-54.7% | $3,885-50.1% | $5,850-66.9% |
| Admin fee / account holder | $207 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |