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 8-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 | $37,783 | $157,256-76.0% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 26.07% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,733 | $5,261-10.0% | $4,7350% | $4,762-0.6% |
| Participant deferral / active EE | $13,585 | $7,109+91.1% | $6,709+102.5% | $5,850+132.2% |
| Admin fee / account holder | $117 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |