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 | $15,499 | $56,053-72.4% | $75,972-79.6% | $80,856-80.8% |
| Participation rate | 43.6% | 62.0%-18.4pp | 69.1%-25.5pp | 67.6%-24.0pp |
| Annual return | 16.29% | 20.53%-4.2pp | 359.55%-343.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,776 | $1,874-5.2% | $2,685-33.8% | $2,755-35.5% |
| Participant deferral / active EE | $3,949 | $3,052+29.4% | $4,255-7.2% | $4,296-8.1% |
| Admin fee / account holder | $276 | $5,234-94.7% | $6,467-95.7% | $6,918-96.0% |