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 | $25,767 | $81,625-68.4% | $58,482-55.9% | $139,434-81.5% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 12.93% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,058 | $1,398-24.4% | $1,053+0.4% | $4,751-77.7% |
| Participant deferral / active EE | $1,398 | $2,557-45.3% | $1,924-27.4% | $6,710-79.2% |
| Admin fee / account holder | $133 | $3,265-95.9% | $2,516-94.7% | $11,403-98.8% |