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 6-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 | $29,572 | $112,881-73.8% | $90,951-67.5% | $158,922-81.4% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 42.33% | 215.79%-173.5pp | 134.60%-92.3pp | 302.83%-260.5pp |
| Employer contribution / active EE | $1,037 | $2,893-64.1% | $2,122-51.1% | $4,761-78.2% |
| Participant deferral / active EE | $4,738 | $4,128+14.8% | $3,373+40.5% | $5,982-20.8% |
| Admin fee / account holder | $79 | $8,041-99.0% | $5,959-98.7% | $11,246-99.3% |