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 3-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 | $12,914 | $74,888-82.8% | $71,209-81.9% | $142,382-90.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 26.79% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,021 | $2,854-64.2% | $2,721-62.5% | $4,299-76.3% |
| Participant deferral / active EE | $2,477 | $4,454-44.4% | $4,175-40.7% | $6,507-61.9% |
| Admin fee / account holder | $55 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |