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 10-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 | $16,527 | $96,635-82.9% | $86,612-80.9% | $139,434-88.1% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-2.9pp | 80.3%-11.6pp |
| Annual return | 21.09% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,125 | $3,263-65.5% | $3,022-62.8% | $4,751-76.3% |
| Participant deferral / active EE | $3,288 | $4,836-32.0% | $4,438-25.9% | $6,710-51.0% |
| Admin fee / account holder | $38 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |