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 5-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 | $34,803 | $111,724-68.8% | $93,606-62.8% | $145,922-76.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 13.53% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,079 | $3,090-65.1% | $2,420-55.4% | $4,660-76.8% |
| Participant deferral / active EE | $1,751 | $4,912-64.4% | $4,411-60.3% | $6,688-73.8% |
| Admin fee / account holder | $161 | $10,250-98.4% | $8,285-98.1% | $13,397-98.8% |