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 | $16,503 | $210,648-92.2% | $177,989-90.7% | $145,922-88.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 27.23% | 385.86%-358.6pp | 294.48%-267.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,505 | $4,565-45.1% | $3,949-36.6% | $4,660-46.2% |
| Participant deferral / active EE | $3,728 | $6,958-46.4% | $6,276-40.6% | $6,688-44.3% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |