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 9-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 | $43,104 | $162,781-73.5% | $133,956-67.8% | $158,922-72.9% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 19.71% | 41.94%-22.2pp | 45.09%-25.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,477 | $4,975-10.0% | $3,919+14.3% | $4,761-6.0% |
| Participant deferral / active EE | $4,798 | $5,911-18.8% | $5,048-4.9% | $5,982-19.8% |
| Admin fee / account holder | $226 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |