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 | $5,771 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 26.82% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $598 | $2,854-79.0% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $1,022 | $4,454-77.1% | $4,175-75.5% | $6,507-84.3% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |