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 5-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 | $27,230 | $114,381-76.2% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 23.35% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,581 | $4,015-60.6% | $3,754-57.9% | $4,299-63.2% |
| Participant deferral / active EE | $2,005 | $5,564-64.0% | $5,116-60.8% | $6,507-69.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |