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 | $16,415 | $57,016-71.2% | $84,966-80.7% | $80,856-79.7% |
| Participation rate | 36.7% | 56.3%-19.6pp | 67.5%-30.8pp | 67.6%-30.9pp |
| Annual return | 17.80% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,803 | $1,798+111.6% | $2,727+39.5% | $2,755+38.1% |
| Participant deferral / active EE | $1,338 | $3,110-57.0% | $4,519-70.4% | $4,296-68.8% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |