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 4-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 | $18,372 | $95,266-80.7% | $82,389-77.7% | $142,382-87.1% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.5%-13.3pp | 80.1%-23.9pp |
| Annual return | 17.58% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,591 | $2,991-46.8% | $2,517-36.8% | $4,299-63.0% |
| Participant deferral / active EE | $2,218 | $4,809-53.9% | $4,155-46.6% | $6,507-65.9% |
| Admin fee / account holder | $96 | $8,563-98.9% | $7,231-98.7% | $12,624-99.2% |