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 | $34,173 | $179,726-81.0% | $156,263-78.1% | $142,382-76.0% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 13.80% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,125 | $5,069-77.8% | $4,333-74.0% | $4,299-73.8% |
| Participant deferral / active EE | $4,324 | $6,956-37.8% | $6,158-29.8% | $6,507-33.6% |
| Admin fee / account holder | $160 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |