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 5-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 | $31,102 | $53,516-41.9% | $126,539-75.4% | $84,808-63.3% |
| Participation rate | 24.3% | 58.2%-33.9pp | 69.8%-45.5pp | 68.3%-44.0pp |
| Annual return | 21.22% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $552 | $1,535-64.1% | $3,674-85.0% | $2,631-79.0% |
| Participant deferral / active EE | $1,184 | $2,671-55.7% | $4,083-71.0% | $4,212-71.9% |
| Admin fee / account holder | $247 | $4,497-94.5% | $6,065-95.9% | $7,344-96.6% |