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 | $22,219 | $172,478-87.1% | $145,661-84.7% | $142,382-84.4% |
| Participation rate | 47.6% | 80.1%-32.5pp | 77.2%-29.6pp | 80.1%-32.5pp |
| Annual return | 39.05% | 151.09%-112.0pp | 101.46%-62.4pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,127 | $4,899-56.6% | $4,238-49.8% | $4,299-50.5% |
| Participant deferral / active EE | $2,285 | $8,348-72.6% | $7,198-68.3% | $6,507-64.9% |
| Admin fee / account holder | $119 | $16,864-99.3% | $12,466-99.0% | $12,624-99.1% |