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 5-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 | $29,136 | $176,056-83.5% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 27.3% | 84.9%-57.7pp | 82.8%-55.5pp | 82.1%-54.8pp |
| Annual return | 21.92% | 331.75%-309.8pp | 263.57%-241.6pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,127 | $5,297-78.7% | $4,829-76.7% | $4,837-76.7% |
| Participant deferral / active EE | $3,870 | $7,750-50.1% | $7,352-47.4% | $6,341-39.0% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |