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 8-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 | $32,234 | $112,096-71.2% | $95,952-66.4% | $158,922-79.7% |
| Participation rate | 46.7% | 79.0%-32.3pp | 77.1%-30.4pp | 82.0%-35.3pp |
| Annual return | 28.75% | 171.09%-142.3pp | 91.61%-62.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $1,506 | $3,198-52.9% | $2,541-40.7% | $4,761-68.4% |
| Participant deferral / active EE | $3,194 | $4,784-33.2% | $4,167-23.3% | $5,982-46.6% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |