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 | $22,183 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 44.44% | 70.24%-25.8pp | 62.55%-18.1pp | 217.08%-172.6pp |
| Employer contribution / active EE | $1,672 | $4,961-66.3% | $4,693-64.4% | $4,299-61.1% |
| Participant deferral / active EE | $6,265 | $8,310-24.6% | $7,997-21.7% | $6,507-3.7% |
| Admin fee / account holder | $182 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |