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 | $23,122 | $107,934-78.6% | $91,989-74.9% | $152,861-84.9% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 32.54% | 89.24%-56.7pp | 69.02%-36.5pp | 345.32%-312.8pp |
| Employer contribution / active EE | $2,182 | $4,210-48.2% | $3,452-36.8% | $4,762-54.2% |
| Participant deferral / active EE | $3,830 | $6,364-39.8% | $5,923-35.3% | $5,850-34.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |