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 | $19,512 | $158,398-87.7% | $126,539-84.6% | $142,382-86.3% |
| Participation rate | 45.8% | 75.8%-30.0pp | 69.8%-24.0pp | 80.1%-34.3pp |
| Annual return | 24.66% | 593.76%-569.1pp | 425.95%-401.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,133 | $4,650-75.6% | $3,674-69.2% | $4,299-73.7% |
| Participant deferral / active EE | $1,745 | $4,767-63.4% | $4,083-57.3% | $6,507-73.2% |
| Admin fee / account holder | $155 | $6,918-97.8% | $6,065-97.4% | $12,624-98.8% |