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 | $24,080 | $95,266-74.7% | $82,389-70.8% | $142,382-83.1% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.5%-33.8pp | 80.1%-44.4pp |
| Annual return | 17.06% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $704 | $2,991-76.5% | $2,517-72.0% | $4,299-83.6% |
| Participant deferral / active EE | $1,292 | $4,809-73.1% | $4,155-68.9% | $6,507-80.1% |
| Admin fee / account holder | $39 | $8,563-99.5% | $7,231-99.5% | $12,624-99.7% |