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 3-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 | $59,329 | $111,754-46.9% | $103,333-42.6% | $145,922-59.3% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 31.35% | 24.77%+6.6pp | 24.88%+6.5pp | 561.29%-529.9pp |
| Employer contribution / active EE | $3,997 | $4,212-5.1% | $3,868+3.3% | $4,660-14.2% |
| Participant deferral / active EE | $11,009 | $5,619+95.9% | $5,057+117.7% | $6,688+64.6% |
| Admin fee / account holder | $163 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |