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 | $20,273 | $127,065-84.0% | $113,168-82.1% | $142,382-85.8% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 22.76% | 24.03%-1.3pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,310 | $3,442-62.0% | $2,975-56.0% | $4,299-69.5% |
| Participant deferral / active EE | $3,014 | $5,716-47.3% | $5,107-41.0% | $6,507-53.7% |
| Admin fee / account holder | $117 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |