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 | $24,698 | $159,602-84.5% | $150,045-83.5% | $142,382-82.7% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.3%-17.3pp | 80.1%-15.1pp |
| Annual return | 19.27% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,006 | $4,961-79.7% | $4,693-78.6% | $4,299-76.6% |
| Participant deferral / active EE | $3,554 | $8,310-57.2% | $7,997-55.6% | $6,507-45.4% |
| Admin fee / account holder | $52 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |