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 4-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 | $10,358 | $70,606-85.3% | $53,898-80.8% | $142,382-92.7% |
| Participation rate | 60.9% | 63.7%-2.8pp | 55.0%+5.9pp | 80.1%-19.3pp |
| Annual return | 26.20% | 619.81%-593.6pp | 528.60%-502.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $966 | $1,202-19.6% | $932+3.7% | $4,299-77.5% |
| Participant deferral / active EE | $1,252 | $2,364-47.0% | $1,826-31.4% | $6,507-80.8% |
| Admin fee / account holder | $27 | $2,852-99.1% | $2,491-98.9% | $12,624-99.8% |