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 | $33,342 | $111,724-70.2% | $93,606-64.4% | $145,922-77.2% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 15.41% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,371 | $3,090-55.6% | $2,420-43.3% | $4,660-70.6% |
| Participant deferral / active EE | $2,224 | $4,912-54.7% | $4,411-49.6% | $6,688-66.8% |
| Admin fee / account holder | $117 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |