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 3-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 | $16,332 | $29,548-44.7% | $56,411-71.0% | $77,643-79.0% |
| Participation rate | 16.5% | 32.7%-16.2pp | 52.5%-36.0pp | 70.6%-54.1pp |
| Annual return | 40.63% | 19.01%+21.6pp | 1701.33%-1660.7pp | 31.24%+9.4pp |
| Employer contribution / active EE | $416 | $568-26.6% | $1,039-59.9% | $2,726-84.7% |
| Participant deferral / active EE | $733 | $1,061-30.9% | $1,952-62.4% | $4,647-84.2% |
| Admin fee / account holder | $227 | $1,046-78.3% | $2,829-92.0% | $430-47.2% |