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 | $21,543 | $94,338-77.2% | $100,534-78.6% | $142,382-84.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 80.6%-20.6pp | 80.1%-20.1pp |
| Annual return | 23.17% | 29.20%-6.0pp | 32.66%-9.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,170 | $4,237-72.4% | $4,346-73.1% | $4,299-72.8% |
| Participant deferral / active EE | $3,288 | $5,934-44.6% | $6,144-46.5% | $6,507-49.5% |
| Admin fee / account holder | $212 | $8,421-97.5% | $7,654-97.2% | $12,624-98.3% |