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 | $43,323 | $214,378-79.8% | $200,582-78.4% | $142,382-69.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.52% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,033 | $6,841-70.3% | $6,419-68.3% | $4,299-52.7% |
| Participant deferral / active EE | $8,130 | $9,865-17.6% | $9,331-12.9% | $6,507+24.9% |
| Admin fee / account holder | $241 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |