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 8-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 | $21,905 | $106,890-79.5% | $84,015-73.9% | $152,861-85.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 29.75% | 104.99%-75.2pp | 71.31%-41.6pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,540 | $2,734-43.7% | $1,983-22.3% | $4,762-67.7% |
| Participant deferral / active EE | $5,516 | $4,011+37.5% | $3,239+70.3% | $5,850-5.7% |
| Admin fee / account holder | $65 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |