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 | $57,517 | $110,502-47.9% | $80,716-28.7% | $167,490-65.7% |
| Participation rate | 40.9% | 64.0%-23.1pp | 54.2%-13.3pp | 82.1%-41.2pp |
| Annual return | 11.74% | 120.54%-108.8pp | 87.28%-75.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $974 | $1,543-36.9% | $1,160-16.0% | $4,837-79.9% |
| Participant deferral / active EE | $3,694 | $2,871+28.7% | $2,146+72.2% | $6,341-41.7% |
| Admin fee / account holder | $4 | $4,545-99.9% | $3,380-99.9% | $12,309-100.0% |