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 | $26,185 | $148,534-82.4% | $135,903-80.7% | $139,434-81.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 115.02% | 79.19%+35.8pp | 68.23%+46.8pp | 372.94%-257.9pp |
| Employer contribution / active EE | $1,818 | $5,243-65.3% | $4,856-62.6% | $4,751-61.7% |
| Participant deferral / active EE | $3,205 | $8,100-60.4% | $7,758-58.7% | $6,710-52.2% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |