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 | $36,947 | $63,346-41.7% | $92,233-59.9% | $70,131-47.3% |
| Participation rate | 54.0% | 68.7%-14.7pp | 76.5%-22.5pp | 69.5%-15.5pp |
| Annual return | 15.04% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,470 | $2,471-40.5% | $3,679-60.0% | $2,342-37.2% |
| Participant deferral / active EE | $2,937 | $2,854+2.9% | $3,897-24.6% | $3,332-11.9% |
| Admin fee / account holder | $68 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |