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 | $30,220 | $91,538-67.0% | $129,995-76.8% | $75,163-59.8% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 20.93% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,716 | $2,845-39.7% | $4,320-60.3% | $2,670-35.7% |
| Participant deferral / active EE | $4,972 | $4,341+14.5% | $5,820-14.6% | $4,125+20.5% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |