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 7-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 | $25,489 | $114,381-77.7% | $107,525-76.3% | $142,382-82.1% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 24.26% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,602 | $4,015-60.1% | $3,754-57.3% | $4,299-62.7% |
| Participant deferral / active EE | $2,674 | $5,564-52.0% | $5,116-47.7% | $6,507-58.9% |
| Admin fee / account holder | $159 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |