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 | $24,784 | $148,534-83.3% | $135,903-81.8% | $139,434-82.2% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 28.53% | 79.19%-50.7pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,343 | $5,243-74.4% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $6,747 | $8,100-16.7% | $7,758-13.0% | $6,710+0.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |