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 | $24,525 | $29,660-17.3% | $56,411-56.5% | $80,856-69.7% |
| Participation rate | 23.1% | 41.6%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 16.25% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $980 | $669+46.5% | $1,039-5.6% | $2,755-64.4% |
| Participant deferral / active EE | $1,208 | $1,226-1.5% | $1,952-38.1% | $4,296-71.9% |
| Admin fee / account holder | $235 | $2,428-90.3% | $2,829-91.7% | $6,918-96.6% |