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 7-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 | $27,931 | $112,881-75.3% | $90,951-69.3% | $158,922-82.4% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 23.65% | 215.79%-192.1pp | 134.60%-110.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,521 | $2,893-12.8% | $2,122+18.8% | $4,761-47.0% |
| Participant deferral / active EE | $4,568 | $4,128+10.7% | $3,373+35.4% | $5,982-23.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |