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 | $45,237 | $111,754-59.5% | $103,333-56.2% | $145,922-69.0% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.3pp |
| Annual return | 17.83% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,034 | $4,212-28.0% | $3,868-21.6% | $4,660-34.9% |
| Participant deferral / active EE | $7,970 | $5,619+41.9% | $5,057+57.6% | $6,688+19.2% |
| Admin fee / account holder | $282 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |