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 | $17,092 | $148,534-88.5% | $135,903-87.4% | $139,434-87.7% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 23.59% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,738 | $5,243-66.9% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $3,102 | $8,100-61.7% | $7,758-60.0% | $6,710-53.8% |
| Admin fee / account holder | $187 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |