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 | $27,937 | $175,202-84.1% | $149,673-81.3% | $139,434-80.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 26.64% | 166.71%-140.1pp | 134.42%-107.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,451 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $4,391 | $6,519-32.6% | $5,680-22.7% | $6,710-34.6% |
| Admin fee / account holder | $271 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |