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 | $14,626 | $69,207-78.9% | $64,056-77.2% | $139,434-89.5% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 24.05% | 45.88%-21.8pp | 33.69%-9.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,400 | $3,182-56.0% | $2,747-49.0% | $4,751-70.5% |
| Participant deferral / active EE | $1,920 | $4,682-59.0% | $3,880-50.5% | $6,710-71.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |