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 4-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 | $17,983 | $111,754-83.9% | $103,333-82.6% | $145,922-87.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.65% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,766 | $4,212-58.1% | $3,868-54.3% | $4,660-62.1% |
| Participant deferral / active EE | $2,100 | $5,619-62.6% | $5,057-58.5% | $6,688-68.6% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |