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 | $36,321 | $111,754-67.5% | $103,333-64.9% | $145,922-75.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 24.91% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,951 | $4,212-53.7% | $3,868-49.6% | $4,660-58.1% |
| Participant deferral / active EE | $6,735 | $5,619+19.9% | $5,057+33.2% | $6,688+0.7% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |