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 | $78,336 | $185,822-57.8% | $169,993-53.9% | $139,434-43.8% |
| Participation rate | 52.6% | 87.8%-35.1pp | 87.0%-34.4pp | 80.3%-27.7pp |
| Annual return | 11.83% | 60.50%-48.7pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,775 | $7,590-63.4% | $6,785-59.1% | $4,751-41.6% |
| Participant deferral / active EE | $6,264 | $11,622-46.1% | $10,408-39.8% | $6,710-6.6% |
| Admin fee / account holder | $230 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |