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 | $26,000 | $226,064-88.5% | $182,532-85.8% | $152,861-83.0% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.0%-34.2pp | 82.4%-38.7pp |
| Annual return | 13.11% | 192.51%-179.4pp | 148.54%-135.4pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,176 | $4,978-76.4% | $4,076-71.1% | $4,762-75.3% |
| Participant deferral / active EE | $1,701 | $6,368-73.3% | $5,524-69.2% | $5,850-70.9% |
| Admin fee / account holder | $295 | $10,703-97.2% | $8,592-96.6% | $11,596-97.5% |