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 | $36,448 | $29,660+22.9% | $56,411-35.4% | $80,856-54.9% |
| Participation rate | 30.8% | 41.6%-10.9pp | 52.5%-21.7pp | 67.6%-36.9pp |
| Annual return | 16.11% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,932 | $669+188.6% | $1,039+86.0% | $2,755-29.9% |
| Participant deferral / active EE | $3,558 | $1,226+190.2% | $1,952+82.3% | $4,296-17.2% |
| Admin fee / account holder | $285 | $2,428-88.3% | $2,829-89.9% | $6,918-95.9% |