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 | $12,629 | $100,852-87.5% | $90,404-86.0% | $158,922-92.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 17.84% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,410 | $3,689-34.6% | $3,262-26.1% | $4,761-49.4% |
| Participant deferral / active EE | $3,807 | $4,348-12.4% | $3,963-3.9% | $5,982-36.4% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |