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 | $15,170 | $115,708-86.9% | $65,255-76.8% | $139,434-89.1% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 15.64% | 31.19%-15.6pp | 47.35%-31.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,544 | $2,599-40.6% | $1,691-8.7% | $4,751-67.5% |
| Participant deferral / active EE | $2,203 | $4,240-48.1% | $2,831-22.2% | $6,710-67.2% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |