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 | $21,797 | $111,754-80.5% | $103,333-78.9% | $145,922-85.1% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 17.44% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,965 | $4,212-29.6% | $3,868-23.3% | $4,660-36.4% |
| Participant deferral / active EE | $3,718 | $5,619-33.8% | $5,057-26.5% | $6,688-44.4% |
| Admin fee / account holder | $188 | $9,750-98.1% | $8,355-97.7% | $13,397-98.6% |