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 4-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 | $16,505 | $96,635-82.9% | $86,612-80.9% | $139,434-88.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 25.59% | 106.41%-80.8pp | 591.07%-565.5pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,381 | $3,263-27.0% | $3,022-21.2% | $4,751-49.9% |
| Participant deferral / active EE | $4,862 | $4,836+0.5% | $4,438+9.6% | $6,710-27.5% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |