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 7-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 | $46,605 | $124,281-62.5% | $109,143-57.3% | $167,490-72.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 10.45% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,290 | $4,207-69.3% | $3,722-65.3% | $4,837-73.3% |
| Participant deferral / active EE | $2,580 | $5,255-50.9% | $4,653-44.5% | $6,341-59.3% |
| Admin fee / account holder | $175 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |