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 5-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 | $8,466 | $95,266-91.1% | $82,389-89.7% | $142,382-94.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 18.06% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,424 | $2,991-52.4% | $2,517-43.4% | $4,299-66.9% |
| Participant deferral / active EE | $1,661 | $4,809-65.5% | $4,155-60.0% | $6,507-74.5% |
| Admin fee / account holder | $31 | $8,563-99.6% | $7,231-99.6% | $12,624-99.8% |