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 9-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 | $31,882 | $152,587-79.1% | $125,175-74.5% | $152,861-79.1% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.4%-19.3pp |
| Annual return | 18.22% | 54.84%-36.6pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,826 | $4,946-63.1% | $3,865-52.8% | $4,762-61.7% |
| Participant deferral / active EE | $6,383 | $5,868+8.8% | $4,937+29.3% | $5,850+9.1% |
| Admin fee / account holder | $264 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |