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 5-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 | $26,698 | $74,888-64.4% | $71,209-62.5% | $142,382-81.2% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 19.83% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,469 | $2,854-48.5% | $2,721-46.0% | $4,299-65.8% |
| Participant deferral / active EE | $3,398 | $4,454-23.7% | $4,175-18.6% | $6,507-47.8% |
| Admin fee / account holder | $160 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |