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 3-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 | $33,347 | $104,974-68.2% | $95,585-65.1% | $142,382-76.6% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.1%-17.1pp | 80.1%-25.1pp |
| Annual return | 22.89% | 210.33%-187.4pp | 38.56%-15.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,090 | $2,779-24.8% | $2,527-17.3% | $4,299-51.4% |
| Participant deferral / active EE | $4,243 | $4,352-2.5% | $4,023+5.5% | $6,507-34.8% |
| Admin fee / account holder | $88 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |