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 | $27,409 | $159,602-82.8% | $150,045-81.7% | $142,382-80.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.19% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,748 | $4,961-64.8% | $4,693-62.8% | $4,299-59.3% |
| Participant deferral / active EE | $5,268 | $8,310-36.6% | $7,997-34.1% | $6,507-19.0% |
| Admin fee / account holder | $188 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |