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 6-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 | $20,183 | $126,574-84.1% | $106,213-81.0% | $145,922-86.2% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.59% | 224.79%-214.2pp | 116.14%-105.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,858 | $3,730-50.2% | $3,171-41.4% | $4,660-60.1% |
| Participant deferral / active EE | $3,105 | $5,724-45.7% | $5,016-38.1% | $6,688-53.6% |
| Admin fee / account holder | $100 | $17,304-99.4% | $11,033-99.1% | $13,397-99.3% |