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 | $15,847 | $58,927-73.1% | $76,817-79.4% | $72,985-78.3% |
| Participation rate | 44.1% | 67.3%-23.2pp | 72.1%-28.0pp | 69.5%-25.4pp |
| Annual return | 25.20% | 2305.64%-2280.4pp | 1166.11%-1140.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $905 | $1,787-49.4% | $2,302-60.7% | $2,440-62.9% |
| Participant deferral / active EE | $3,669 | $2,690+36.4% | $3,336+10.0% | $3,607+1.7% |
| Admin fee / account holder | $161 | $4,013-96.0% | $6,420-97.5% | $5,124-96.9% |