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 8-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 | $23,880 | $106,515-77.6% | $96,683-75.3% | $139,434-82.9% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 17.10% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,512 | $4,103-63.1% | $3,737-59.5% | $4,751-68.2% |
| Participant deferral / active EE | $1,921 | $5,454-64.8% | $4,878-60.6% | $6,710-71.4% |
| Admin fee / account holder | $167 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |