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 | $25,773 | $84,696-69.6% | $75,696-66.0% | $167,490-84.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 19.07% | 199.36%-180.3pp | 104.53%-85.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,638 | $3,230-49.3% | $2,743-40.3% | $4,837-66.1% |
| Participant deferral / active EE | $3,086 | $4,580-32.6% | $3,821-19.2% | $6,341-51.3% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |