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 | $53,680 | $176,377-69.6% | $134,143-60.0% | $158,922-66.2% |
| Participation rate | 57.9% | 78.7%-20.8pp | 72.2%-14.3pp | 82.0%-24.1pp |
| Annual return | 18.48% | 63.63%-45.1pp | 36.33%-17.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $902 | $5,040-82.1% | $3,704-75.6% | $4,761-81.1% |
| Participant deferral / active EE | $2,542 | $4,091-37.9% | $3,499-27.3% | $5,982-57.5% |
| Admin fee / account holder | $7 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |