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 3-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 | $15,299 | $95,266-83.9% | $82,389-81.4% | $142,382-89.3% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 316.44% | 25.74%+290.7pp | 28.67%+287.8pp | 217.08%+99.4pp |
| Employer contribution / active EE | $1,018 | $2,991-66.0% | $2,517-59.6% | $4,299-76.3% |
| Participant deferral / active EE | $2,432 | $4,809-49.4% | $4,155-41.5% | $6,507-62.6% |
| Admin fee / account holder | $41 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |