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 | $41,442 | $179,726-76.9% | $156,263-73.5% | $142,382-70.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 22.63% | 77.86%-55.2pp | 59.47%-36.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,367 | $5,069-73.0% | $4,333-68.5% | $4,299-68.2% |
| Participant deferral / active EE | $2,419 | $6,956-65.2% | $6,158-60.7% | $6,507-62.8% |
| Admin fee / account holder | $152 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |