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 | $12,940 | $133,958-90.3% | $112,228-88.5% | $134,475-90.4% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | 8.49% | 47.11%-38.6pp | 27.45%-19.0pp | 417.96%-409.5pp |
| Employer contribution / active EE | $1,409 | $4,038-65.1% | $3,635-61.2% | $4,740-70.3% |
| Participant deferral / active EE | $2,013 | $5,291-62.0% | $4,728-57.4% | $6,400-68.5% |
| Admin fee / account holder | $100 | $7,489-98.7% | $6,410-98.4% | $11,426-99.1% |