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 | $18,701 | $107,334-82.6% | $92,893-79.9% | $152,861-87.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 26.43% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,275 | $4,221-69.8% | $3,653-65.1% | $4,762-73.2% |
| Participant deferral / active EE | $1,763 | $4,845-63.6% | $4,236-58.4% | $5,850-69.9% |
| Admin fee / account holder | $147 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |