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 | $46,367 | $192,717-75.9% | $142,449-67.5% | $139,434-66.7% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 24.66% | 17.99%+6.7pp | 19.99%+4.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,699 | $5,806-70.7% | $4,847-64.9% | $4,751-64.2% |
| Participant deferral / active EE | $4,863 | $7,208-32.5% | $6,283-22.6% | $6,710-27.5% |
| Admin fee / account holder | $68 | $15,124-99.6% | $10,011-99.3% | $11,403-99.4% |