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 | $38,570 | $109,327-64.7% | $89,391-56.9% | $158,922-75.7% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 23.95% | 345.68%-321.7pp | 245.62%-221.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $525 | $3,170-83.4% | $2,586-79.7% | $4,761-89.0% |
| Participant deferral / active EE | $1,013 | $4,598-78.0% | $3,890-74.0% | $5,982-83.1% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |