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 | $45,772 | $104,974-56.4% | $95,585-52.1% | $142,382-67.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 22.24% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,743 | $2,779-37.3% | $2,527-31.0% | $4,299-59.5% |
| Participant deferral / active EE | $10,210 | $4,352+134.6% | $4,023+153.8% | $6,507+56.9% |
| Admin fee / account holder | $114 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |