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 | $55,960 | $159,602-64.9% | $150,045-62.7% | $142,382-60.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 18.14% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,233 | $4,961-75.1% | $4,693-73.7% | $4,299-71.3% |
| Participant deferral / active EE | $5,096 | $8,310-38.7% | $7,997-36.3% | $6,507-21.7% |
| Admin fee / account holder | $271 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |