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 | $29,839 | $179,726-83.4% | $156,263-80.9% | $142,382-79.0% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.9%-24.7pp | 80.1%-26.0pp |
| Annual return | 23.20% | 77.86%-54.7pp | 59.47%-36.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,403 | $5,069-72.3% | $4,333-67.6% | $4,299-67.4% |
| Participant deferral / active EE | $3,269 | $6,956-53.0% | $6,158-46.9% | $6,507-49.8% |
| Admin fee / account holder | $112 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |