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 | $15,031 | $69,518-78.4% | $59,878-74.9% | $135,375-88.9% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.7%-16.4pp | 82.6%-24.3pp |
| Annual return | 111.97% | 7.94%+104.0pp | 3.46%+108.5pp | 519.73%-407.8pp |
| Employer contribution / active EE | $1,726 | $3,235-46.6% | $2,722-36.6% | $4,779-63.9% |
| Participant deferral / active EE | $3,316 | $4,206-21.2% | $3,402-2.5% | $5,609-40.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |