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 | $19,057 | $70,606-73.0% | $53,898-64.6% | $142,382-86.6% |
| Participation rate | 30.4% | 63.7%-33.3pp | 55.0%-24.5pp | 80.1%-49.7pp |
| Annual return | 22.20% | 619.81%-597.6pp | 528.60%-506.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $748 | $1,202-37.8% | $932-19.7% | $4,299-82.6% |
| Participant deferral / active EE | $544 | $2,364-77.0% | $1,826-70.2% | $6,507-91.6% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |