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 8-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 | $34,288 | $105,630-67.5% | $87,507-60.8% | $273,961-87.5% |
| Participation rate | 25.0% | 78.2%-53.2pp | 73.8%-48.8pp | 83.0%-58.0pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,176 | $3,141+1.1% | $2,550+24.6% | $4,869-34.8% |
| Participant deferral / active EE | $5,209 | $3,601+44.7% | $3,149+65.4% | $5,287-1.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |