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 6-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 | $26,775 | $104,974-74.5% | $95,585-72.0% | $142,382-81.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 19.22% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,296 | $2,779-53.3% | $2,527-48.7% | $4,299-69.8% |
| Participant deferral / active EE | $1,701 | $4,352-60.9% | $4,023-57.7% | $6,507-73.9% |
| Admin fee / account holder | $233 | $6,386-96.3% | $6,127-96.2% | $12,624-98.2% |