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 9-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 | $25,824 | $109,327-76.4% | $89,391-71.1% | $158,922-83.8% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.0%-15.0pp | 82.0%-29.0pp |
| Annual return | 16.46% | 345.68%-329.2pp | 245.62%-229.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,189 | $3,170-62.5% | $2,586-54.0% | $4,761-75.0% |
| Participant deferral / active EE | $2,572 | $4,598-44.1% | $3,890-33.9% | $5,982-57.0% |
| Admin fee / account holder | $115 | $6,153-98.1% | $4,881-97.6% | $11,246-99.0% |