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 | $10,585 | $104,974-89.9% | $95,585-88.9% | $142,382-92.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 21.11% | 210.33%-189.2pp | 38.56%-17.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $816 | $2,779-70.6% | $2,527-67.7% | $4,299-81.0% |
| Participant deferral / active EE | $1,206 | $4,352-72.3% | $4,023-70.0% | $6,507-81.5% |
| Admin fee / account holder | $53 | $6,386-99.2% | $6,127-99.1% | $12,624-99.6% |