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 7-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 | $21,745 | $148,534-85.4% | $135,903-84.0% | $139,434-84.4% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 28.89% | 79.19%-50.3pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,036 | $5,243-80.2% | $4,856-78.7% | $4,751-78.2% |
| Participant deferral / active EE | $2,846 | $8,100-64.9% | $7,758-63.3% | $6,710-57.6% |
| Admin fee / account holder | $65 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |