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 | $32,531 | $226,064-85.6% | $182,532-82.2% | $152,861-78.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 25.53% | 192.51%-167.0pp | 148.54%-123.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,961 | $6,368-53.5% | $5,524-46.4% | $5,850-49.4% |
| Admin fee / account holder | $228 | $10,703-97.9% | $8,592-97.3% | $11,596-98.0% |