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 | $16,868 | $53,516-68.5% | $126,539-86.7% | $84,808-80.1% |
| Participation rate | 31.5% | 58.2%-26.8pp | 69.8%-38.4pp | 68.3%-36.9pp |
| Annual return | 25.24% | 58.34%-33.1pp | 425.95%-400.7pp | 40.90%-15.7pp |
| Employer contribution / active EE | $702 | $1,535-54.2% | $3,674-80.9% | $2,631-73.3% |
| Participant deferral / active EE | $1,454 | $2,671-45.6% | $4,083-64.4% | $4,212-65.5% |
| Admin fee / account holder | $110 | $4,497-97.6% | $6,065-98.2% | $7,344-98.5% |