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 3-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 | $46,210 | $99,877-53.7% | $84,966-45.6% | $145,922-68.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 17.07% | 83.76%-66.7pp | 66.38%-49.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $991 | $3,231-69.3% | $2,727-63.7% | $4,660-78.7% |
| Participant deferral / active EE | $8,865 | $5,291+67.6% | $4,519+96.2% | $6,688+32.6% |
| Admin fee / account holder | $272 | $7,248-96.3% | $6,149-95.6% | $13,397-98.0% |