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 9-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 | $22,905 | $96,635-76.3% | $86,612-73.6% | $139,434-83.6% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 26.04% | 106.41%-80.4pp | 591.07%-565.0pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,522 | $3,263-22.7% | $3,022-16.6% | $4,751-46.9% |
| Participant deferral / active EE | $3,550 | $4,836-26.6% | $4,438-20.0% | $6,710-47.1% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |