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 3-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 | $29,902 | $109,881-72.8% | $150,045-80.1% | $84,808-64.7% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.8pp | 68.3%-8.8pp |
| Annual return | 57.32% | 28.25%+29.1pp | 62.55%-5.2pp | 40.90%+16.4pp |
| Employer contribution / active EE | $2,879 | $3,561-19.2% | $4,693-38.7% | $2,631+9.4% |
| Participant deferral / active EE | $6,125 | $6,636-7.7% | $7,997-23.4% | $4,212+45.4% |
| Admin fee / account holder | $253 | $8,568-97.0% | $13,435-98.1% | $7,344-96.6% |