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 3-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 | $24,882 | $53,516-53.5% | $126,539-80.3% | $84,808-70.7% |
| Participation rate | 44.7% | 58.2%-13.6pp | 69.8%-25.1pp | 68.3%-23.6pp |
| Annual return | 23.58% | 58.34%-34.8pp | 425.95%-402.4pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,094 | $1,535-28.7% | $3,674-70.2% | $2,631-58.4% |
| Participant deferral / active EE | $2,415 | $2,671-9.6% | $4,083-40.8% | $4,212-42.7% |
| Admin fee / account holder | $164 | $4,497-96.3% | $6,065-97.3% | $7,344-97.8% |