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 3-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 | $52,311 | $133,922-60.9% | $116,228-55.0% | $142,382-63.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 23.65% | 147.76%-124.1pp | 90.06%-66.4pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,608 | $3,446-53.3% | $2,994-46.3% | $4,299-62.6% |
| Participant deferral / active EE | $9,659 | $5,672+70.3% | $4,953+95.0% | $6,507+48.4% |
| Admin fee / account holder | $168 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |