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 | $15,364 | $114,381-86.6% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 29.33% | 242.71%-213.4pp | 181.32%-152.0pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,193 | $4,015-70.3% | $3,754-68.2% | $4,299-72.2% |
| Participant deferral / active EE | $2,868 | $5,564-48.5% | $5,116-43.9% | $6,507-55.9% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |