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 10-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 | $44,828 | $165,335-72.9% | $149,696-70.1% | $158,922-71.8% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 21.24% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,723 | $5,103-66.2% | $4,644-62.9% | $4,761-63.8% |
| Participant deferral / active EE | $6,181 | $7,181-13.9% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $231 | $10,807-97.9% | $9,309-97.5% | $11,246-97.9% |