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 8-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 | $17,664 | $70,669-75.0% | $169,368-89.6% | $75,163-76.5% |
| Participation rate | 22.2% | 64.8%-42.6pp | 77.1%-54.9pp | 67.2%-45.0pp |
| Annual return | 102.51% | 36.36%+66.2pp | 405.60%-303.1pp | 160.62%-58.1pp |
| Employer contribution / active EE | $671 | $2,211-69.6% | $4,013-83.3% | $2,670-74.9% |
| Participant deferral / active EE | $1,646 | $4,311-61.8% | $6,221-73.5% | $4,125-60.1% |
| Admin fee / account holder | $99 | $5,402-98.2% | $9,003-98.9% | $5,651-98.2% |