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 | $32,459 | $104,974-69.1% | $95,585-66.0% | $142,382-77.2% |
| Participation rate | 26.7% | 75.0%-48.3pp | 72.1%-45.4pp | 80.1%-53.5pp |
| Annual return | 31.96% | 210.33%-178.4pp | 38.56%-6.6pp | 217.08%-185.1pp |
| Employer contribution / active EE | $1,051 | $2,779-62.2% | $2,527-58.4% | $4,299-75.6% |
| Participant deferral / active EE | $2,708 | $4,352-37.8% | $4,023-32.7% | $6,507-58.4% |
| Admin fee / account holder | $276 | $6,386-95.7% | $6,127-95.5% | $12,624-97.8% |