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 | $28,866 | $99,652-71.0% | $78,778-63.4% | $147,584-80.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 22.36% | 47.28%-24.9pp | 35.62%-13.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,773 | $2,796-36.6% | $1,986-10.7% | $4,876-63.6% |
| Participant deferral / active EE | $6,596 | $3,664+80.0% | $2,958+123.0% | $5,439+21.3% |
| Admin fee / account holder | $149 | $7,155-97.9% | $5,134-97.1% | $10,885-98.6% |