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 | $14,254 | $81,248-82.5% | $155,509-90.8% | $80,856-82.4% |
| Participation rate | 52.3% | 66.2%-14.0pp | 78.2%-25.9pp | 67.6%-15.4pp |
| Annual return | 15.35% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,597 | $3,100-48.5% | $4,672-65.8% | $2,755-42.0% |
| Participant deferral / active EE | $3,943 | $3,452+14.2% | $5,626-29.9% | $4,296-8.2% |
| Admin fee / account holder | $291 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |