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 | $15,828 | $29,660-46.6% | $56,411-71.9% | $80,856-80.4% |
| Participation rate | 44.3% | 41.6%+2.6pp | 52.5%-8.2pp | 67.6%-23.4pp |
| Annual return | 16.02% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $688 | $669+2.8% | $1,039-33.8% | $2,755-75.0% |
| Participant deferral / active EE | $2,035 | $1,226+66.0% | $1,952+4.2% | $4,296-52.6% |
| Admin fee / account holder | $50 | $2,428-97.9% | $2,829-98.2% | $6,918-99.3% |