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 3-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 | $24,858 | $158,398-84.3% | $126,539-80.4% | $142,382-82.5% |
| Participation rate | 39.1% | 75.8%-36.7pp | 69.8%-30.7pp | 80.1%-41.0pp |
| Annual return | 28.68% | 593.76%-565.1pp | 425.95%-397.3pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,838 | $4,650-60.5% | $3,674-50.0% | $4,299-57.2% |
| Participant deferral / active EE | $3,474 | $4,767-27.1% | $4,083-14.9% | $6,507-46.6% |
| Admin fee / account holder | $287 | $6,918-95.9% | $6,065-95.3% | $12,624-97.7% |