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 | $58,714 | $106,515-44.9% | $96,683-39.3% | $139,434-57.9% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 20.56% | 38.43%-17.9pp | 35.69%-15.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,541 | $4,103-38.1% | $3,737-32.0% | $4,751-46.5% |
| Participant deferral / active EE | $6,091 | $5,454+11.7% | $4,878+24.9% | $6,710-9.2% |
| Admin fee / account holder | $68 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |