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 | $83,566 | $111,754-25.2% | $103,333-19.1% | $145,922-42.7% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 15.38% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,903 | $4,212-54.8% | $3,868-50.8% | $4,660-59.2% |
| Participant deferral / active EE | $2,860 | $5,619-49.1% | $5,057-43.5% | $6,688-57.2% |
| Admin fee / account holder | $296 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |