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 | $25,393 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.1%-41.2pp | 80.1%-43.3pp |
| Annual return | 26.25% | 65.07%-38.8pp | 58.88%-32.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $962 | $4,810-80.0% | $4,305-77.7% | $4,299-77.6% |
| Participant deferral / active EE | $2,603 | $6,272-58.5% | $5,540-53.0% | $6,507-60.0% |
| Admin fee / account holder | $85 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |