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 5-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 | $49,795 | $106,584-53.3% | $101,326-50.9% | $142,382-65.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 24.18% | 36.93%-12.7pp | 36.82%-12.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,489 | $3,956-37.1% | $3,665-32.1% | $4,299-42.1% |
| Participant deferral / active EE | $11,254 | $8,297+35.6% | $7,994+40.8% | $6,507+72.9% |
| Admin fee / account holder | $162 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |