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 | $20,012 | $77,314-74.1% | $177,989-88.8% | $80,856-75.3% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.2pp | 67.6%+0.2pp |
| Annual return | 15.41% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,247 | $2,292-1.9% | $3,949-43.1% | $2,755-18.4% |
| Participant deferral / active EE | $3,220 | $4,411-27.0% | $6,276-48.7% | $4,296-25.0% |
| Admin fee / account holder | $87 | $7,191-98.8% | $10,363-99.2% | $6,918-98.7% |