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 | $29,790 | $165,335-82.0% | $149,696-80.1% | $158,922-81.3% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 27.58% | 348.15%-320.6pp | 276.60%-249.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,118 | $5,103-58.5% | $4,644-54.4% | $4,761-55.5% |
| Participant deferral / active EE | $4,258 | $7,181-40.7% | $6,842-37.8% | $5,982-28.8% |
| Admin fee / account holder | $5 | $10,807-99.9% | $9,309-99.9% | $11,246-100.0% |