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 8-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 | $37,200 | $165,335-77.5% | $149,696-75.1% | $158,922-76.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 34.66% | 348.15%-313.5pp | 276.60%-241.9pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,086 | $5,103-78.7% | $4,644-76.6% | $4,761-77.2% |
| Participant deferral / active EE | $10,235 | $7,181+42.5% | $6,842+49.6% | $5,982+71.1% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |