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 | $50,152 | $102,604-51.1% | $86,188-41.8% | $139,434-64.0% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.0%+0.6pp | 80.3%-10.8pp |
| Annual return | 19.27% | 1922.51%-1903.2pp | 1168.45%-1149.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $799 | $3,032-73.6% | $2,380-66.4% | $4,751-83.2% |
| Participant deferral / active EE | $3,416 | $4,676-26.9% | $3,985-14.3% | $6,710-49.1% |
| Admin fee / account holder | $282 | $8,657-96.7% | $6,852-95.9% | $11,403-97.5% |