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 | $15,169 | $74,888-79.7% | $71,209-78.7% | $142,382-89.3% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 45.81% | 345.14%-299.3pp | 282.51%-236.7pp | 217.08%-171.3pp |
| Employer contribution / active EE | $749 | $2,854-73.8% | $2,721-72.5% | $4,299-82.6% |
| Participant deferral / active EE | $1,171 | $4,454-73.7% | $4,175-71.9% | $6,507-82.0% |
| Admin fee / account holder | $72 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |