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 | $26,835 | $157,256-82.9% | $141,162-81.0% | $152,861-82.4% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 31.37% | 64.32%-33.0pp | 71.39%-40.0pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,597 | $5,261-69.6% | $4,735-66.3% | $4,762-66.5% |
| Participant deferral / active EE | $6,301 | $7,109-11.4% | $6,709-6.1% | $5,850+7.7% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |