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 4-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 | $31,551 | $29,660+6.4% | $56,411-44.1% | $80,856-61.0% |
| Participation rate | 17.6% | 41.6%-24.1pp | 52.5%-34.9pp | 67.6%-50.1pp |
| Annual return | 13.82% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $529 | $669-21.0% | $1,039-49.1% | $2,755-80.8% |
| Participant deferral / active EE | $1,586 | $1,226+29.4% | $1,952-18.7% | $4,296-63.1% |
| Admin fee / account holder | $132 | $2,428-94.6% | $2,829-95.3% | $6,918-98.1% |