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 | $39,922 | $115,770-65.5% | $101,248-60.6% | $158,922-74.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 15.32% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $906 | $4,175-78.3% | $3,660-75.2% | $4,761-81.0% |
| Participant deferral / active EE | $1,763 | $4,957-64.4% | $4,370-59.6% | $5,982-70.5% |
| Admin fee / account holder | $59 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |