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 | $19,113 | $114,381-83.3% | $107,525-82.2% | $142,382-86.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 21.56% | 242.71%-221.1pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,293 | $4,015-67.8% | $3,754-65.6% | $4,299-69.9% |
| Participant deferral / active EE | $1,606 | $5,564-71.1% | $5,116-68.6% | $6,507-75.3% |
| Admin fee / account holder | $143 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |