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 | $27,210 | $112,096-75.7% | $95,952-71.6% | $158,922-82.9% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 36.74% | 171.09%-134.4pp | 91.61%-54.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $2,919 | $3,198-8.7% | $2,541+14.9% | $4,761-38.7% |
| Participant deferral / active EE | $6,866 | $4,784+43.5% | $4,167+64.8% | $5,982+14.8% |
| Admin fee / account holder | $74 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |