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 5-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 | $13,855 | $111,724-87.6% | $93,606-85.2% | $145,922-90.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.84% | 202.98%-189.1pp | 133.20%-119.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $978 | $3,090-68.3% | $2,420-59.6% | $4,660-79.0% |
| Participant deferral / active EE | $1,367 | $4,912-72.2% | $4,411-69.0% | $6,688-79.6% |
| Admin fee / account holder | $142 | $10,250-98.6% | $8,285-98.3% | $13,397-98.9% |