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 | $28,658 | $98,240-70.8% | $82,313-65.2% | $147,584-80.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 14.49% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,733 | $3,192-45.7% | $2,428-28.6% | $4,876-64.5% |
| Participant deferral / active EE | $11,251 | $4,383+156.7% | $3,706+203.6% | $5,439+106.9% |
| Admin fee / account holder | $57 | $8,563-99.3% | $5,608-99.0% | $10,885-99.5% |