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 | $12,686 | $111,754-88.6% | $103,333-87.7% | $145,922-91.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,409 | $4,212-66.6% | $3,868-63.6% | $4,660-69.8% |
| Participant deferral / active EE | $1,764 | $5,619-68.6% | $5,057-65.1% | $6,688-73.6% |
| Admin fee / account holder | $89 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |