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 9-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 | $25,613 | $92,222-72.2% | $76,768-66.6% | $135,375-81.1% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | 20.49% | 5.46%+15.0pp | 2.43%+18.1pp | 519.73%-499.2pp |
| Employer contribution / active EE | $1,116 | $3,216-65.3% | $2,485-55.1% | $4,779-76.6% |
| Participant deferral / active EE | $5,073 | $4,509+12.5% | $3,852+31.7% | $5,609-9.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |