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 | $22,520 | $106,515-78.9% | $96,683-76.7% | $139,434-83.8% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 32.13% | 38.43%-6.3pp | 35.69%-3.6pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,349 | $4,103-67.1% | $3,737-63.9% | $4,751-71.6% |
| Participant deferral / active EE | $3,577 | $5,454-34.4% | $4,878-26.7% | $6,710-46.7% |
| Admin fee / account holder | $183 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |