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 | $29,001 | $154,117-81.2% | $129,995-77.7% | $139,434-79.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 38.51% | 32.48%+6.0pp | -137.18%+175.7pp | 372.94%-334.4pp |
| Employer contribution / active EE | $2,801 | $5,289-47.0% | $4,320-35.2% | $4,751-41.0% |
| Participant deferral / active EE | $5,602 | $6,710-16.5% | $5,820-3.8% | $6,710-16.5% |
| Admin fee / account holder | $79 | $14,007-99.4% | $10,614-99.3% | $11,403-99.3% |