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 | $43,765 | $107,334-59.2% | $92,893-52.9% | $152,861-71.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 27.56% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,057 | $4,221-75.0% | $3,653-71.1% | $4,762-77.8% |
| Participant deferral / active EE | $3,872 | $4,845-20.1% | $4,236-8.6% | $5,850-33.8% |
| Admin fee / account holder | $71 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |