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 | $20,065 | $101,069-80.1% | $81,478-75.4% | $147,584-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 26.80% | 32.40%-5.6pp | 38.78%-12.0pp | 578.55%-551.7pp |
| Employer contribution / active EE | $2,223 | $3,205-30.7% | $2,568-13.4% | $4,876-54.4% |
| Participant deferral / active EE | $3,511 | $4,242-17.2% | $3,537-0.7% | $5,439-35.4% |
| Admin fee / account holder | $178 | $5,812-96.9% | $4,561-96.1% | $10,885-98.4% |