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 | $19,401 | $111,754-82.6% | $103,333-81.2% | $145,922-86.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 18.59% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,334 | $4,212-68.3% | $3,868-65.5% | $4,660-71.4% |
| Participant deferral / active EE | $1,574 | $5,619-72.0% | $5,057-68.9% | $6,688-76.5% |
| Admin fee / account holder | $123 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |