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 | $33,881 | $112,096-69.8% | $95,952-64.7% | $158,922-78.7% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 25.02% | 171.09%-146.1pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $727 | $3,198-77.3% | $2,541-71.4% | $4,761-84.7% |
| Participant deferral / active EE | $1,852 | $4,784-61.3% | $4,167-55.5% | $5,982-69.0% |
| Admin fee / account holder | $42 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |