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 | $19,000 | $112,881-83.2% | $90,951-79.1% | $158,922-88.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 18.86% | 215.79%-196.9pp | 134.60%-115.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,787 | $2,893-38.2% | $2,122-15.8% | $4,761-62.5% |
| Participant deferral / active EE | $4,326 | $4,128+4.8% | $3,373+28.3% | $5,982-27.7% |
| Admin fee / account holder | $58 | $8,041-99.3% | $5,959-99.0% | $11,246-99.5% |