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 | $21,242 | $114,381-81.4% | $107,525-80.2% | $142,382-85.1% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 18.46% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,427 | $4,015-64.5% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,911 | $5,564-65.7% | $5,116-62.6% | $6,507-70.6% |
| Admin fee / account holder | $272 | $9,860-97.2% | $8,919-97.0% | $12,624-97.8% |