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 | $13,617 | $108,642-87.5% | $74,701-81.8% | $152,861-91.1% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 22.81% | 114.06%-91.3pp | 752.92%-730.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $600 | $1,503-60.1% | $1,084-44.6% | $4,762-87.4% |
| Participant deferral / active EE | $800 | $2,712-70.5% | $1,964-59.2% | $5,850-86.3% |
| Admin fee / account holder | $136 | $4,902-97.2% | $3,333-95.9% | $11,596-98.8% |