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 | $36,814 | $106,890-65.6% | $84,015-56.2% | $152,861-75.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 30.61% | 104.99%-74.4pp | 71.31%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,279 | $2,734-53.2% | $1,983-35.5% | $4,762-73.1% |
| Participant deferral / active EE | $4,394 | $4,011+9.5% | $3,239+35.7% | $5,850-24.9% |
| Admin fee / account holder | $136 | $8,285-98.4% | $6,101-97.8% | $11,596-98.8% |