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 9-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 | $30,083 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 33.52% | 64.32%-30.8pp | 71.39%-37.9pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,154 | $5,261-59.1% | $4,735-54.5% | $4,762-54.8% |
| Participant deferral / active EE | $4,357 | $7,109-38.7% | $6,709-35.1% | $5,850-25.5% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |