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 7-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 | $44,082 | $110,261-60.0% | $95,745-54.0% | $139,434-68.4% |
| Participation rate | 42.9% | 75.8%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 19.12% | 27.11%-8.0pp | 28.35%-9.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,017 | $3,257-7.4% | $2,835+6.4% | $4,751-36.5% |
| Participant deferral / active EE | $7,878 | $4,676+68.5% | $4,245+85.6% | $6,710+17.4% |
| Admin fee / account holder | $7 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |