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 9-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 | $29,338 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 27.16% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,235 | $5,261-76.5% | $4,735-73.9% | $4,762-74.1% |
| Participant deferral / active EE | $3,404 | $7,109-52.1% | $6,709-49.3% | $5,850-41.8% |
| Admin fee / account holder | $112 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |