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 | $38,050 | $148,534-74.4% | $135,903-72.0% | $139,434-72.7% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 27.58% | 79.19%-51.6pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,861 | $5,243-64.5% | $4,856-61.7% | $4,751-60.8% |
| Participant deferral / active EE | $3,574 | $8,100-55.9% | $7,758-53.9% | $6,710-46.7% |
| Admin fee / account holder | $118 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |