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 | $27,555 | $73,515-62.5% | $62,995-56.3% | $147,584-81.3% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.8%-6.1pp | 82.8%-14.1pp |
| Annual return | 20.87% | 175.43%-154.6pp | 87.57%-66.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,326 | $3,320-60.1% | $2,759-52.0% | $4,876-72.8% |
| Participant deferral / active EE | $2,860 | $4,185-31.7% | $3,329-14.1% | $5,439-47.4% |
| Admin fee / account holder | $69 | $5,953-98.8% | $3,600-98.1% | $10,885-99.4% |