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 | $21,627 | $91,037-76.2% | $71,671-69.8% | $147,584-85.3% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 14.88% | 20.48%-5.6pp | 20.65%-5.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,089 | $3,327-67.3% | $2,460-55.7% | $4,876-77.7% |
| Participant deferral / active EE | $5,079 | $4,498+12.9% | $3,438+47.7% | $5,439-6.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |