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 | $46,742 | $111,724-58.2% | $93,606-50.1% | $145,922-68.0% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 15.00% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,801 | $3,090-41.7% | $2,420-25.6% | $4,660-61.3% |
| Participant deferral / active EE | $2,320 | $4,912-52.8% | $4,411-47.4% | $6,688-65.3% |
| Admin fee / account holder | $37 | $10,250-99.6% | $8,285-99.6% | $13,397-99.7% |