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 6-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 | $16,608 | $118,849-86.0% | $96,562-82.8% | $167,490-90.1% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 22.76% | 50.49%-27.7pp | 37.78%-15.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,419 | $3,120-22.5% | $2,356+2.6% | $4,837-50.0% |
| Participant deferral / active EE | $3,184 | $4,616-31.0% | $3,849-17.3% | $6,341-49.8% |
| Admin fee / account holder | $189 | $8,065-97.7% | $6,181-96.9% | $12,309-98.5% |