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 4-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 | $43,825 | $111,724-60.8% | $93,606-53.2% | $145,922-70.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.82% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,290 | $3,090+71.2% | $2,420+118.6% | $4,660+13.5% |
| Participant deferral / active EE | $35,284 | $4,912+618.4% | $4,411+699.9% | $6,688+427.6% |
| Admin fee / account holder | $284 | $10,250-97.2% | $8,285-96.6% | $13,397-97.9% |