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 | $26,920 | $90,503-70.3% | $78,689-65.8% | $273,961-90.2% |
| Participation rate | 43.8% | 76.5%-32.8pp | 73.6%-29.8pp | 83.0%-39.3pp |
| Annual return | 8.59% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $483 | $3,176-84.8% | $2,851-83.1% | $4,869-90.1% |
| Participant deferral / active EE | $2,923 | $3,901-25.1% | $3,517-16.9% | $5,287-44.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |