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 | $25,164 | $114,381-78.0% | $107,525-76.6% | $142,382-82.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 13.53% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,222 | $4,015-44.7% | $3,754-40.8% | $4,299-48.3% |
| Participant deferral / active EE | $4,758 | $5,564-14.5% | $5,116-7.0% | $6,507-26.9% |
| Admin fee / account holder | $124 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |