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 | $58,213 | $176,377-67.0% | $134,143-56.6% | $158,922-63.4% |
| Participation rate | 42.1% | 78.7%-36.6pp | 72.2%-30.1pp | 82.0%-39.9pp |
| Annual return | 32.18% | 63.63%-31.4pp | 36.33%-4.2pp | 302.83%-270.6pp |
| Employer contribution / active EE | $811 | $5,040-83.9% | $3,704-78.1% | $4,761-83.0% |
| Participant deferral / active EE | $3,248 | $4,091-20.6% | $3,499-7.2% | $5,982-45.7% |
| Admin fee / account holder | $77 | $8,718-99.1% | $6,684-98.9% | $11,246-99.3% |