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 10-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 | $29,468 | $127,386-76.9% | $115,037-74.4% | $125,391-76.5% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | 0.57% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,063 | $5,166-79.4% | $4,608-76.9% | $4,866-78.2% |
| Participant deferral / active EE | $5,889 | $6,423-8.3% | $6,026-2.3% | $5,352+10.0% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |