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 | $27,813 | $105,998-73.8% | $92,233-69.8% | $147,584-81.2% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 223.17% | 50.05%+173.1pp | 176.28%+46.9pp | 578.55%-355.4pp |
| Employer contribution / active EE | $1,046 | $4,333-75.9% | $3,679-71.6% | $4,876-78.5% |
| Participant deferral / active EE | $2,769 | $4,478-38.2% | $3,897-28.9% | $5,439-49.1% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |