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 9-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 | $18,353 | $177,572-89.7% | $154,803-88.1% | $142,382-87.1% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 22.22% | 65.07%-42.8pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,044 | $4,810-78.3% | $4,305-75.8% | $4,299-75.7% |
| Participant deferral / active EE | $2,566 | $6,272-59.1% | $5,540-53.7% | $6,507-60.6% |
| Admin fee / account holder | $65 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |