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 10-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 | $32,965 | $74,888-56.0% | $71,209-53.7% | $142,382-76.8% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 103.29% | 345.14%-241.9pp | 282.51%-179.2pp | 217.08%-113.8pp |
| Employer contribution / active EE | $1,860 | $2,854-34.8% | $2,721-31.6% | $4,299-56.7% |
| Participant deferral / active EE | $3,927 | $4,454-11.8% | $4,175-5.9% | $6,507-39.6% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |