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 10-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 | $25,739 | $100,773-74.5% | $88,946-71.1% | $142,382-81.9% |
| Participation rate | 9.5% | 74.3%-64.8pp | 68.8%-59.3pp | 80.1%-70.6pp |
| Annual return | 25.79% | 70.18%-44.4pp | 57.82%-32.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,295 | $2,918-55.6% | $2,555-49.3% | $4,299-69.9% |
| Participant deferral / active EE | $1,496 | $5,230-71.4% | $4,581-67.3% | $6,507-77.0% |
| Admin fee / account holder | $104 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |