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 | $16,010 | $104,974-84.7% | $95,585-83.3% | $142,382-88.8% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 23.09% | 210.33%-187.2pp | 38.56%-15.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,045 | $2,779-62.4% | $2,527-58.6% | $4,299-75.7% |
| Participant deferral / active EE | $2,363 | $4,352-45.7% | $4,023-41.3% | $6,507-63.7% |
| Admin fee / account holder | $77 | $6,386-98.8% | $6,127-98.8% | $12,624-99.4% |