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 | $26,745 | $27,915-4.2% | $58,482-54.3% | $75,163-64.4% |
| Participation rate | 11.5% | 38.8%-27.3pp | 50.9%-39.3pp | 67.2%-55.7pp |
| Annual return | 22.37% | 44.20%-21.8pp | 4239.32%-4216.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $279 | $669-58.3% | $1,053-73.5% | $2,670-89.5% |
| Participant deferral / active EE | $1,449 | $1,201+20.6% | $1,924-24.7% | $4,125-64.9% |
| Admin fee / account holder | $92 | $1,726-94.7% | $2,516-96.4% | $5,651-98.4% |