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 | $14,932 | $74,888-80.1% | $71,209-79.0% | $142,382-89.5% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 30.01% | 345.14%-315.1pp | 282.51%-252.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,997 | $2,854-30.1% | $2,721-26.6% | $4,299-53.6% |
| Participant deferral / active EE | $3,077 | $4,454-30.9% | $4,175-26.3% | $6,507-52.7% |
| Admin fee / account holder | $288 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |