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 | $16,674 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 12.43% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,537 | $5,313-71.1% | $4,672-67.1% | $4,660-67.0% |
| Participant deferral / active EE | $2,131 | $6,462-67.0% | $5,626-62.1% | $6,688-68.1% |
| Admin fee / account holder | $107 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |