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 4-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 | $22,817 | $175,202-87.0% | $149,673-84.8% | $139,434-83.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 59.54% | 166.71%-107.2pp | 134.42%-74.9pp | 372.94%-313.4pp |
| Employer contribution / active EE | $1,649 | $5,474-69.9% | $4,818-65.8% | $4,751-65.3% |
| Participant deferral / active EE | $6,588 | $6,519+1.1% | $5,680+16.0% | $6,710-1.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |