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 | $27,325 | $105,181-74.0% | $159,436-82.9% | $85,850-68.2% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.8%-26.2pp | 69.3%-12.6pp |
| Annual return | 17.74% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,170 | $3,318-34.6% | $4,829-55.1% | $2,565-15.4% |
| Participant deferral / active EE | $5,147 | $5,945-13.4% | $7,352-30.0% | $3,952+30.2% |
| Admin fee / account holder | $140 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |