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 | $17,738 | $115,708-84.7% | $65,255-72.8% | $139,434-87.3% |
| Participation rate | 45.0% | 67.8%-22.8pp | 65.0%-20.0pp | 80.3%-35.3pp |
| Annual return | 38.90% | 31.19%+7.7pp | 47.35%-8.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $5,238 | $2,599+101.5% | $1,691+209.7% | $4,751+10.3% |
| Participant deferral / active EE | $2,409 | $4,240-43.2% | $2,831-14.9% | $6,710-64.1% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |