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 | $29,183 | $48,795-40.2% | $65,493-55.4% | $84,808-65.6% |
| Participation rate | 63.4% | 67.0%-3.6pp | 73.1%-9.7pp | 68.3%-4.9pp |
| Annual return | 15.56% | 20.20%-4.6pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,485 | $1,930-23.1% | $2,574-42.3% | $2,631-43.6% |
| Participant deferral / active EE | $5,252 | $2,928+79.4% | $3,961+32.6% | $4,212+24.7% |
| Admin fee / account holder | $117 | $3,877-97.0% | $5,028-97.7% | $7,344-98.4% |