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 | $3,143 | $74,888-95.8% | $71,209-95.6% | $142,382-97.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 36.47% | 345.14%-308.7pp | 282.51%-246.0pp | 217.08%-180.6pp |
| Employer contribution / active EE | $1,556 | $2,854-45.5% | $2,721-42.8% | $4,299-63.8% |
| Participant deferral / active EE | $3,138 | $4,454-29.6% | $4,175-24.8% | $6,507-51.8% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |