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 3-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 | $31,212 | $51,576-39.5% | $129,207-75.8% | $80,856-61.4% |
| Participation rate | 30.8% | 57.0%-26.2pp | 69.6%-38.8pp | 67.6%-36.9pp |
| Annual return | 73.18% | 20.81%+52.4pp | 9417.33%-9344.1pp | 35.59%+37.6pp |
| Employer contribution / active EE | $835 | $1,584-47.3% | $4,153-79.9% | $2,755-69.7% |
| Participant deferral / active EE | $2,292 | $2,669-14.1% | $4,168-45.0% | $4,296-46.7% |
| Admin fee / account holder | $251 | $4,305-94.2% | $7,715-96.7% | $6,918-96.4% |