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 | $39,598 | $65,375-39.4% | - | $152,861-74.1% |
| Participation rate | 50.0% | 72.6%-22.6pp | - | 82.4%-32.4pp |
| Annual return | 28.99% | 27.96%+1.0pp | - | 345.32%-316.3pp |
| Employer contribution / active EE | $600 | $2,747-78.2% | - | $4,762-87.4% |
| Participant deferral / active EE | $1,500 | $4,110-63.5% | - | $5,850-74.4% |
| Admin fee / account holder | $149 | $4,607-96.8% | - | $11,596-98.7% |