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 | $19,555 | $177,572-89.0% | $154,803-87.4% | $142,382-86.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 31.12% | 65.07%-33.9pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $1,169 | $4,810-75.7% | $4,305-72.8% | $4,299-72.8% |
| Participant deferral / active EE | $3,879 | $6,272-38.2% | $5,540-30.0% | $6,507-40.4% |
| Admin fee / account holder | $62 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |