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 9-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 | $32,570 | $107,334-69.7% | $92,893-64.9% | $152,861-78.7% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 23.75% | 145.58%-121.8pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,195 | $4,221-71.7% | $3,653-67.3% | $4,762-74.9% |
| Participant deferral / active EE | $3,271 | $4,845-32.5% | $4,236-22.8% | $5,850-44.1% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |