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 | $19,068 | $115,770-83.5% | $101,248-81.2% | $158,922-88.0% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 21.31% | 56.14%-34.8pp | 46.47%-25.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,025 | $4,175-75.5% | $3,660-72.0% | $4,761-78.5% |
| Participant deferral / active EE | $1,397 | $4,957-71.8% | $4,370-68.0% | $5,982-76.7% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |