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 5-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 | $20,423 | $104,974-80.5% | $95,585-78.6% | $142,382-85.7% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.03% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,111 | $2,779-60.0% | $2,527-56.0% | $4,299-74.2% |
| Participant deferral / active EE | $1,486 | $4,352-65.9% | $4,023-63.1% | $6,507-77.2% |
| Admin fee / account holder | $89 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |