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 | $17,978 | $183,519-90.2% | $155,509-88.4% | $145,922-87.7% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 11.12% | 61.17%-50.0pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,661 | $5,313-68.7% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $2,896 | $6,462-55.2% | $5,626-48.5% | $6,688-56.7% |
| Admin fee / account holder | $171 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |