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 | $20,916 | $124,281-83.2% | $109,143-80.8% | $167,490-87.5% |
| Participation rate | 45.8% | 79.4%-33.6pp | 75.9%-30.0pp | 82.1%-36.3pp |
| Annual return | 28.61% | 26.04%+2.6pp | 25.75%+2.9pp | 478.56%-449.9pp |
| Employer contribution / active EE | $1,130 | $4,207-73.1% | $3,722-69.6% | $4,837-76.6% |
| Participant deferral / active EE | $1,530 | $5,255-70.9% | $4,653-67.1% | $6,341-75.9% |
| Admin fee / account holder | $46 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |