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 | $18,625 | $31,310-40.5% | $53,898-65.4% | $74,304-74.9% |
| Participation rate | 7.8% | 30.7%-22.9pp | 55.0%-47.1pp | 60.3%-52.5pp |
| Annual return | 23.61% | 23.16%+0.5pp | 528.60%-505.0pp | 29.43%-5.8pp |
| Employer contribution / active EE | $179 | $450-60.3% | $932-80.8% | $2,241-92.0% |
| Participant deferral / active EE | $238 | $934-74.5% | $1,826-87.0% | $3,767-93.7% |
| Admin fee / account holder | $65 | $2,175-97.0% | $2,491-97.4% | $2,969-97.8% |