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 6-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 | $28,218 | $183,519-84.6% | $155,509-81.9% | $145,922-80.7% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 11.99% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,658 | $5,313-68.8% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $3,493 | $6,462-45.9% | $5,626-37.9% | $6,688-47.8% |
| Admin fee / account holder | $126 | $19,313-99.3% | $15,912-99.2% | $13,397-99.1% |