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 5-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 | $29,986 | $96,635-69.0% | $86,612-65.4% | $139,434-78.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 66.82% | 106.41%-39.6pp | 591.07%-524.2pp | 372.94%-306.1pp |
| Employer contribution / active EE | $3,506 | $3,263+7.4% | $3,022+16.0% | $4,751-26.2% |
| Participant deferral / active EE | $3,810 | $4,836-21.2% | $4,438-14.2% | $6,710-43.2% |
| Admin fee / account holder | $52 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |