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 | $32,100 | $179,726-82.1% | $156,263-79.5% | $142,382-77.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 20.61% | 77.86%-57.2pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,472 | $5,069-71.0% | $4,333-66.0% | $4,299-65.8% |
| Participant deferral / active EE | $3,469 | $6,956-50.1% | $6,158-43.7% | $6,507-46.7% |
| Admin fee / account holder | $123 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |