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 | $19,999 | $117,983-83.0% | $101,794-80.4% | $142,382-86.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.2%-56.7pp | 80.1%-67.6pp |
| Annual return | 57.00% | 36.92%+20.1pp | 30.53%+26.5pp | 217.08%-160.1pp |
| Employer contribution / active EE | $827 | $2,773-70.2% | $2,289-63.9% | $4,299-80.8% |
| Participant deferral / active EE | $2,014 | $4,714-57.3% | $4,084-50.7% | $6,507-69.0% |
| Admin fee / account holder | $68 | $10,433-99.4% | $8,777-99.2% | $12,624-99.5% |