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 8-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 | $26,013 | $108,172-76.0% | $77,482-66.4% | $158,922-83.6% |
| Participation rate | 60.9% | 64.4%-3.6pp | 54.2%+6.7pp | 82.0%-21.1pp |
| Annual return | 29.14% | 31.67%-2.5pp | 54.79%-25.6pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,886 | $1,325+42.4% | $986+91.2% | $4,761-60.4% |
| Participant deferral / active EE | $4,331 | $2,456+76.3% | $1,861+132.7% | $5,982-27.6% |
| Admin fee / account holder | -$64 | $3,708-101.7% | $2,858-102.2% | $11,246-100.6% |