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 | $15,396 | $158,398-90.3% | $126,539-87.8% | $142,382-89.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 20.44% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,359 | $4,650-70.8% | $3,674-63.0% | $4,299-68.4% |
| Participant deferral / active EE | $1,047 | $4,767-78.0% | $4,083-74.4% | $6,507-83.9% |
| Admin fee / account holder | $65 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |