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 | $26,779 | $159,602-83.2% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 31.74% | 70.24%-38.5pp | 62.55%-30.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $3,274 | $4,961-34.0% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $4,085 | $8,310-50.8% | $7,997-48.9% | $6,507-37.2% |
| Admin fee / account holder | $124 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |