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 7-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 | $62,698 | $110,261-43.1% | $95,745-34.5% | $139,434-55.0% |
| Participation rate | 23.5% | 75.8%-52.2pp | 72.3%-48.7pp | 80.3%-56.8pp |
| Annual return | 20.73% | 27.11%-6.4pp | 28.35%-7.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $592 | $3,257-81.8% | $2,835-79.1% | $4,751-87.5% |
| Participant deferral / active EE | $3,025 | $4,676-35.3% | $4,245-28.7% | $6,710-54.9% |
| Admin fee / account holder | $225 | $6,613-96.6% | $5,678-96.0% | $11,403-98.0% |