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 | $23,549 | $111,754-78.9% | $103,333-77.2% | $145,922-83.9% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 9.05% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,653 | $4,212-60.7% | $3,868-57.3% | $4,660-64.5% |
| Participant deferral / active EE | $2,016 | $5,619-64.1% | $5,057-60.1% | $6,688-69.9% |
| Admin fee / account holder | $125 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |