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 | $33,018 | $99,877-66.9% | $84,966-61.1% | $145,922-77.4% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 10.23% | 83.76%-73.5pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,017 | $3,231-68.5% | $2,727-62.7% | $4,660-78.2% |
| Participant deferral / active EE | $1,450 | $5,291-72.6% | $4,519-67.9% | $6,688-78.3% |
| Admin fee / account holder | $135 | $7,248-98.1% | $6,149-97.8% | $13,397-99.0% |