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 | $17,623 | $159,901-89.0% | $146,958-88.0% | $145,922-87.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 18.29% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,452 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $5,727 | $8,428-32.1% | $8,070-29.0% | $6,688-14.4% |
| Admin fee / account holder | $276 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |