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 | $26,845 | $104,664-74.4% | $85,682-68.7% | $167,490-84.0% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 14.80% | 21.45%-6.6pp | 21.49%-6.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,269 | $3,337-62.0% | $2,618-51.5% | $4,837-73.8% |
| Participant deferral / active EE | $2,060 | $4,824-57.3% | $3,923-47.5% | $6,341-67.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |