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 7-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 | $26,278 | $109,327-76.0% | $89,391-70.6% | $158,922-83.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 25.64% | 345.68%-320.0pp | 245.62%-220.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,590 | $3,170-49.8% | $2,586-38.5% | $4,761-66.6% |
| Participant deferral / active EE | $2,223 | $4,598-51.7% | $3,890-42.9% | $5,982-62.8% |
| Admin fee / account holder | $75 | $6,153-98.8% | $4,881-98.5% | $11,246-99.3% |