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 | $38,537 | $114,381-66.3% | $107,525-64.2% | $142,382-72.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,139 | $4,015-71.6% | $3,754-69.7% | $4,299-73.5% |
| Participant deferral / active EE | $3,922 | $5,564-29.5% | $5,116-23.3% | $6,507-39.7% |
| Admin fee / account holder | $148 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |