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 | $37,766 | $106,515-64.5% | $96,683-60.9% | $139,434-72.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 20.75% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,875 | $4,103-54.3% | $3,737-49.8% | $4,751-60.5% |
| Participant deferral / active EE | $5,400 | $5,454-1.0% | $4,878+10.7% | $6,710-19.5% |
| Admin fee / account holder | $269 | $7,877-96.6% | $6,730-96.0% | $11,403-97.6% |