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 4-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 | $34,311 | $114,381-70.0% | $107,525-68.1% | $142,382-75.9% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 23.30% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,304 | $4,015-17.7% | $3,754-12.0% | $4,299-23.1% |
| Participant deferral / active EE | $4,131 | $5,564-25.8% | $5,116-19.3% | $6,507-36.5% |
| Admin fee / account holder | $83 | $9,860-99.2% | $8,919-99.1% | $12,624-99.3% |