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 | $27,622 | $102,317-73.0% | $146,958-81.2% | $80,856-65.8% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,353 | $3,713-63.6% | $4,933-72.6% | $2,755-50.9% |
| Participant deferral / active EE | $3,673 | $6,644-44.7% | $8,070-54.5% | $4,296-14.5% |
| Admin fee / account holder | $78 | $7,941-99.0% | $12,998-99.4% | $6,918-98.9% |