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 6-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 | $31,332 | $124,281-74.8% | $109,143-71.3% | $167,490-81.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 10.28% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,305 | $4,207-69.0% | $3,722-64.9% | $4,837-73.0% |
| Participant deferral / active EE | $8,087 | $5,255+53.9% | $4,653+73.8% | $6,341+27.5% |
| Admin fee / account holder | $203 | $7,970-97.4% | $6,752-97.0% | $12,309-98.3% |