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 | $21,115 | $110,261-80.8% | $95,745-77.9% | $139,434-84.9% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 23.35% | 27.11%-3.8pp | 28.35%-5.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,099 | $3,257-66.3% | $2,835-61.2% | $4,751-76.9% |
| Participant deferral / active EE | $2,718 | $4,676-41.9% | $4,245-36.0% | $6,710-59.5% |
| Admin fee / account holder | $2 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |