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 | $37,763 | $102,616-63.2% | $81,983-53.9% | $158,922-76.2% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.2%-8.1pp | 82.0%-20.8pp |
| Annual return | 82.13% | 61.04%+21.1pp | 41.31%+40.8pp | 302.83%-220.7pp |
| Employer contribution / active EE | $1,282 | $3,240-60.4% | $2,498-48.7% | $4,761-73.1% |
| Participant deferral / active EE | $6,199 | $4,648+33.4% | $3,722+66.5% | $5,982+3.6% |
| Admin fee / account holder | $133 | $8,235-98.4% | $5,664-97.6% | $11,246-98.8% |